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 | $47,437 | $165,984-71.4% | $164,813-71.2% | $145,922-67.5% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.1pp |
| Annual return | 29.70% | 100.03%-70.3pp | 69.93%-40.2pp | 561.29%-531.6pp |
| Employer contribution / active EE | $6,344 | $5,273+20.3% | $4,341+46.1% | $4,660+36.1% |
| Participant deferral / active EE | $8,363 | $6,959+20.2% | $6,031+38.7% | $6,688+25.0% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |