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 | $62,571 | $102,966-39.2% | $90,281-30.7% | $152,861-59.1% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 29.32% | 95.16%-65.8pp | 78.10%-48.8pp | 345.32%-316.0pp |
| Employer contribution / active EE | $2,647 | $3,139-15.7% | $2,854-7.3% | $4,762-44.4% |
| Participant deferral / active EE | $4,397 | $4,281+2.7% | $3,885+13.2% | $5,850-24.8% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |