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 | $93,791 | $185,822-49.5% | $169,993-44.8% | $139,434-32.7% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 15.18% | 60.50%-45.3pp | 53.37%-38.2pp | 372.94%-357.8pp |
| Employer contribution / active EE | $4,056 | $7,590-46.6% | $6,785-40.2% | $4,751-14.6% |
| Participant deferral / active EE | $7,902 | $11,622-32.0% | $10,408-24.1% | $6,710+17.8% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |