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 | $77,725 | $154,228-49.6% | $145,433-46.6% | $137,256-43.4% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 38.90% | 74.59%-35.7pp | 66.58%-27.7pp | 220.34%-181.4pp |
| Employer contribution / active EE | $2,689 | $4,804-44.0% | $4,554-41.0% | $4,156-35.3% |
| Participant deferral / active EE | $7,045 | $8,216-14.3% | $7,897-10.8% | $6,407+10.0% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |