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 8-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 | $97,818 | $210,698-53.6% | $178,014-45.1% | $145,959-33.0% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 13.47% | 386.27%-372.8pp | 294.80%-281.3pp | 561.95%-548.5pp |
| Employer contribution / active EE | $1,716 | $4,567-62.4% | $3,950-56.6% | $4,661-63.2% |
| Participant deferral / active EE | $2,202 | $6,958-68.3% | $6,276-64.9% | $6,689-67.1% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |