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 | $76,616 | $107,334-28.6% | $92,893-17.5% | $152,861-49.9% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 78.38% | 145.58%-67.2pp | 109.41%-31.0pp | 345.32%-266.9pp |
| Employer contribution / active EE | $26,369 | $4,221+524.7% | $3,653+621.9% | $4,762+453.7% |
| Participant deferral / active EE | $10,537 | $4,845+117.5% | $4,236+148.7% | $5,850+80.1% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |