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 | $109,454 | $109,327+0.1% | $89,391+22.4% | $158,922-31.1% |
| Participation rate | 81.8% | 74.3%+7.6pp | 68.0%+13.8pp | 82.0%-0.1pp |
| Annual return | 17.69% | 345.68%-328.0pp | 245.62%-227.9pp | 302.83%-285.1pp |
| Employer contribution / active EE | $3,126 | $3,170-1.4% | $2,586+20.9% | $4,761-34.3% |
| Participant deferral / active EE | $6,510 | $4,598+41.6% | $3,890+67.4% | $5,982+8.8% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |