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 | $108,558 | $95,416+13.8% | $185,823-41.6% | $85,850+26.5% |
| Participation rate | 76.0% | 68.8%+7.2pp | 81.7%-5.7pp | 69.3%+6.7pp |
| Annual return | 20.10% | 23.59%-3.5pp | 122.05%-102.0pp | 318.53%-298.4pp |
| Employer contribution / active EE | $2,587 | $3,314-21.9% | $5,167-49.9% | $2,565+0.9% |
| Participant deferral / active EE | $8,602 | $3,423+151.3% | $5,568+54.5% | $3,952+117.7% |
| Admin fee / account holder | $0 | $7,213-100.0% | $16,237-100.0% | $6,260-100.0% |