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 | $72,589 | $177,572-59.1% | $154,803-53.1% | $142,382-49.0% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 12.39% | 65.07%-52.7pp | 58.88%-46.5pp | 217.08%-204.7pp |
| Employer contribution / active EE | $4,648 | $4,810-3.4% | $4,305+7.9% | $4,299+8.1% |
| Participant deferral / active EE | $5,537 | $6,272-11.7% | $5,540-0.1% | $6,507-14.9% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |