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 | $84,988 | $148,534-42.8% | $135,903-37.5% | $139,434-39.0% |
| Participation rate | 78.6% | 83.9%-5.3pp | 81.9%-3.3pp | 80.3%-1.7pp |
| Annual return | 31.63% | 79.19%-47.6pp | 68.23%-36.6pp | 372.94%-341.3pp |
| Employer contribution / active EE | $3,779 | $5,243-27.9% | $4,856-22.2% | $4,751-20.4% |
| Participant deferral / active EE | $12,459 | $8,100+53.8% | $7,758+60.6% | $6,710+85.7% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |