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 | $100,970-3.9% | $96,576+0.4% | $137,256-29.3% |
| Participation rate | 92.9% | 82.6%+10.2pp | 81.4%+11.4pp | 80.0%+12.9pp |
| Annual return | 35.77% | 38.16%-2.4pp | 38.47%-2.7pp | 220.34%-184.6pp |
| Employer contribution / active EE | $6,467 | $3,809+69.8% | $3,553+82.0% | $4,156+55.6% |
| Participant deferral / active EE | $7,081 | $8,286-14.5% | $7,956-11.0% | $6,407+10.5% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |