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 | $188,033 | $106,515+76.5% | $96,683+94.5% | $139,434+34.9% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 31.49% | 38.43%-6.9pp | 35.69%-4.2pp | 372.94%-341.5pp |
| Employer contribution / active EE | $10,785 | $4,103+162.9% | $3,737+188.6% | $4,751+127.0% |
| Participant deferral / active EE | $4,498 | $5,454-17.5% | $4,878-7.8% | $6,710-33.0% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |