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 | $154,579 | $176,056-12.2% | $159,436-3.0% | $167,490-7.7% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 19.36% | 331.75%-312.4pp | 263.57%-244.2pp | 478.56%-459.2pp |
| Employer contribution / active EE | $2,803 | $5,297-47.1% | $4,829-42.0% | $4,837-42.1% |
| Participant deferral / active EE | $9,706 | $7,750+25.2% | $7,352+32.0% | $6,341+53.1% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |