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 | $100,828 | $124,281-18.9% | $109,143-7.6% | $167,490-39.8% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 10.69% | 26.04%-15.3pp | 25.75%-15.1pp | 478.56%-467.9pp |
| Employer contribution / active EE | $3,990 | $4,207-5.2% | $3,722+7.2% | $4,837-17.5% |
| Participant deferral / active EE | $13,235 | $5,255+151.8% | $4,653+184.4% | $6,341+108.7% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |