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 7-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 | $102,490 | $124,281-17.5% | $109,143-6.1% | $167,490-38.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 32.39% | 26.04%+6.4pp | 25.75%+6.6pp | 478.56%-446.2pp |
| Employer contribution / active EE | $3,078 | $4,207-26.8% | $3,722-17.3% | $4,837-36.4% |
| Participant deferral / active EE | $12,312 | $5,255+134.3% | $4,653+164.6% | $6,341+94.2% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |