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 | $41,641 | $157,256-73.5% | $141,162-70.5% | $152,861-72.8% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 32.24% | 64.32%-32.1pp | 71.39%-39.1pp | 345.32%-313.1pp |
| Employer contribution / active EE | $2,859 | $5,261-45.7% | $4,735-39.6% | $4,762-40.0% |
| Participant deferral / active EE | $10,157 | $7,109+42.9% | $6,709+51.4% | $5,850+73.6% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |