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 9-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 | $98,394 | $106,515-7.6% | $96,683+1.8% | $139,434-29.4% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 16.12% | 38.43%-22.3pp | 35.69%-19.6pp | 372.94%-356.8pp |
| Employer contribution / active EE | $4,031 | $4,103-1.7% | $3,737+7.9% | $4,751-15.1% |
| Participant deferral / active EE | $8,394 | $5,454+53.9% | $4,878+72.1% | $6,710+25.1% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |