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 6-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 | $47,694 | $209,411-77.2% | $178,490-73.3% | $158,922-70.0% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 33.47% | 188.75%-155.3pp | 151.07%-117.6pp | 302.83%-269.4pp |
| Employer contribution / active EE | $8,061 | $5,706+41.3% | $5,011+60.9% | $4,761+69.3% |
| Participant deferral / active EE | $4,459 | $5,954-25.1% | $5,202-14.3% | $5,982-25.5% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |