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 | $114,528 | $85,766+33.5% | $136,294-16.0% | $70,131+63.3% |
| Participation rate | 83.3% | 74.2%+9.2pp | 81.9%+1.4pp | 69.5%+13.8pp |
| Annual return | 21.13% | 31.45%-10.3pp | 5155.94%-5134.8pp | 73.14%-52.0pp |
| Employer contribution / active EE | $3,921 | $2,966+32.2% | $4,695-16.5% | $2,342+67.4% |
| Participant deferral / active EE | $16,159 | $5,051+219.9% | $6,247+158.7% | $3,332+385.0% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |