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 8-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 | $53,703 | $165,335-67.5% | $149,696-64.1% | $158,922-66.2% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 34.27% | 348.15%-313.9pp | 276.60%-242.3pp | 302.83%-268.6pp |
| Employer contribution / active EE | $4,344 | $5,103-14.9% | $4,644-6.5% | $4,761-8.8% |
| Participant deferral / active EE | $11,640 | $7,181+62.1% | $6,842+70.1% | $5,982+94.6% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |