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 | $45,431 | $202,318-77.5% | $172,739-73.7% | $152,861-70.3% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 19.49% | 1029.65%-1010.2pp | 802.84%-783.3pp | 345.32%-325.8pp |
| Employer contribution / active EE | $2,797 | $5,856-52.2% | $5,143-45.6% | $4,762-41.3% |
| Participant deferral / active EE | $5,927 | $5,948-0.3% | $5,198+14.0% | $5,850+1.3% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |