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 | $80,025 | $165,335-51.6% | $149,696-46.5% | $158,922-49.6% |
| Participation rate | 72.2% | 84.6%-12.3pp | 82.5%-10.3pp | 82.0%-9.7pp |
| Annual return | 20.19% | 348.15%-328.0pp | 276.60%-256.4pp | 302.83%-282.6pp |
| Employer contribution / active EE | $4,708 | $5,103-7.7% | $4,644+1.4% | $4,761-1.1% |
| Participant deferral / active EE | $8,881 | $7,181+23.7% | $6,842+29.8% | $5,982+48.5% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |