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 | $84,177 | $176,056-52.2% | $159,436-47.2% | $167,490-49.7% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 18.29% | 331.75%-313.5pp | 263.57%-245.3pp | 478.56%-460.3pp |
| Employer contribution / active EE | $4,212 | $5,297-20.5% | $4,829-12.8% | $4,837-12.9% |
| Participant deferral / active EE | $6,413 | $7,750-17.3% | $7,352-12.8% | $6,341+1.1% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |