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 3-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 | $61,259 | $214,378-71.4% | $200,582-69.5% | $142,382-57.0% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 76.33% | 46.41%+29.9pp | 42.33%+34.0pp | 217.08%-140.7pp |
| Employer contribution / active EE | $2,455 | $6,841-64.1% | $6,419-61.8% | $4,299-42.9% |
| Participant deferral / active EE | $7,580 | $9,865-23.2% | $9,331-18.8% | $6,507+16.5% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |