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 | $96,982 | $106,584-9.0% | $101,326-4.3% | $142,382-31.9% |
| Participation rate | 92.9% | 82.7%+10.2pp | 81.5%+11.4pp | 80.1%+12.7pp |
| Annual return | 35.77% | 36.93%-1.2pp | 36.82%-1.0pp | 217.08%-181.3pp |
| Employer contribution / active EE | $6,467 | $3,956+63.5% | $3,665+76.4% | $4,299+50.4% |
| Participant deferral / active EE | $7,081 | $8,297-14.7% | $7,994-11.4% | $6,507+8.8% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |