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 | $92,280 | $197,591-53.3% | $177,821-48.1% | $158,922-41.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 24.29% | 58.76%-34.5pp | 48.32%-24.0pp | 302.83%-278.5pp |
| Employer contribution / active EE | $4,068 | $6,697-39.3% | $5,918-31.3% | $4,761-14.6% |
| Participant deferral / active EE | $18,856 | $8,405+124.3% | $7,714+144.4% | $5,982+215.2% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |