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 | $49,515 | $183,963-73.1% | $162,163-69.5% | $152,861-67.6% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 32.97% | 150.76%-117.8pp | 115.59%-82.6pp | 345.32%-312.3pp |
| Employer contribution / active EE | $3,768 | $6,371-40.9% | $5,614-32.9% | $4,762-20.9% |
| Participant deferral / active EE | $8,208 | $8,034+2.2% | $7,298+12.5% | $5,850+40.3% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |