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 7-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 | $132,460 | $183,592-27.9% | $155,567-14.9% | $145,959-9.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 15.97% | 61.24%-45.3pp | 64.74%-48.8pp | 561.95%-546.0pp |
| Employer contribution / active EE | $11,530 | $5,315+117.0% | $4,674+146.7% | $4,661+147.4% |
| Participant deferral / active EE | $8,131 | $6,464+25.8% | $5,628+44.5% | $6,689+21.6% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |