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 | $32,362 | $176,056-81.6% | $159,436-79.7% | $167,490-80.7% |
| Participation rate | 92.9% | 84.9%+7.9pp | 82.8%+10.0pp | 82.1%+10.8pp |
| Annual return | 34.64% | 331.75%-297.1pp | 263.57%-228.9pp | 478.56%-443.9pp |
| Employer contribution / active EE | $2,990 | $5,297-43.6% | $4,829-38.1% | $4,837-38.2% |
| Participant deferral / active EE | $8,211 | $7,750+5.9% | $7,352+11.7% | $6,341+29.5% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |