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 | $94,413 | $157,256-40.0% | $141,162-33.1% | $152,861-38.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 28.09% | 64.32%-36.2pp | 71.39%-43.3pp | 345.32%-317.2pp |
| Employer contribution / active EE | $3,326 | $5,261-36.8% | $4,735-29.8% | $4,762-30.2% |
| Participant deferral / active EE | $6,882 | $7,109-3.2% | $6,709+2.6% | $5,850+17.6% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |