See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,508 | $185,822-27.6% | $169,993-20.9% | $139,434-3.5% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 26.01% | 60.50%-34.5pp | 53.37%-27.4pp | 372.94%-346.9pp |
| Employer contribution / active EE | $3,892 | $7,590-48.7% | $6,785-42.6% | $4,751-18.1% |
| Participant deferral / active EE | $13,394 | $11,622+15.2% | $10,408+28.7% | $6,710+99.6% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |