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 9-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 | $38,759 | $183,963-78.9% | $162,163-76.1% | $152,861-74.6% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 31.80% | 150.76%-119.0pp | 115.59%-83.8pp | 345.32%-313.5pp |
| Employer contribution / active EE | $2,793 | $6,371-56.2% | $5,614-50.2% | $4,762-41.3% |
| Participant deferral / active EE | $6,792 | $8,034-15.5% | $7,298-6.9% | $5,850+16.1% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |