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 | $34,888 | $89,753-61.1% | $107,525-67.6% | $84,808-58.9% |
| Participation rate | 74.2% | 68.1%+6.1pp | 75.1%-0.9pp | 68.3%+5.9pp |
| Annual return | 25.21% | 29.48%-4.3pp | 181.32%-156.1pp | 40.90%-15.7pp |
| Employer contribution / active EE | $1,174 | $3,113-62.3% | $3,754-68.7% | $2,631-55.4% |
| Participant deferral / active EE | $3,788 | $4,056-6.6% | $5,116-26.0% | $4,212-10.1% |
| Admin fee / account holder | $0 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |