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 | $31,037 | $105,931-70.7% | $81,930-62.1% | $158,922-80.5% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.0%+8.0pp | 82.0%-2.0pp |
| Annual return | 10.73% | 38.17%-27.4pp | 29.49%-18.8pp | 302.83%-292.1pp |
| Employer contribution / active EE | $3,158 | $7,800-59.5% | $4,310-26.7% | $4,761-33.7% |
| Participant deferral / active EE | $8,369 | $13,003-35.6% | $7,107+17.8% | $5,982+39.9% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |