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 | $67,786 | $209,832-67.7% | $189,513-64.2% | $167,490-59.5% |
| Participation rate | 80.0% | 88.7%-8.7pp | 87.8%-7.8pp | 82.1%-2.1pp |
| Annual return | 19.13% | 748.27%-729.1pp | 555.15%-536.0pp | 478.56%-459.4pp |
| Employer contribution / active EE | $3,483 | $6,914-49.6% | $6,162-43.5% | $4,837-28.0% |
| Participant deferral / active EE | $6,851 | $8,935-23.3% | $8,221-16.7% | $6,341+8.0% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |