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 | $55,230 | $148,534-62.8% | $135,903-59.4% | $139,434-60.4% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 16.09% | 79.19%-63.1pp | 68.23%-52.1pp | 372.94%-356.9pp |
| Employer contribution / active EE | $1,767 | $5,243-66.3% | $4,856-63.6% | $4,751-62.8% |
| Participant deferral / active EE | $7,888 | $8,100-2.6% | $7,758+1.7% | $6,710+17.6% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |