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 | $81,647 | $118,680-31.2% | $98,907-17.5% | $158,922-48.6% |
| Participation rate | 95.5% | 77.8%+17.6pp | 76.0%+19.4pp | 82.0%+13.5pp |
| Annual return | 22.53% | 372.35%-349.8pp | 196.43%-173.9pp | 302.83%-280.3pp |
| Employer contribution / active EE | $1,915 | $3,333-42.5% | $2,689-28.8% | $4,761-59.8% |
| Participant deferral / active EE | $4,629 | $5,088-9.0% | $4,244+9.1% | $5,982-22.6% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |