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 | $39,235 | $197,591-80.1% | $177,821-77.9% | $158,922-75.3% |
| Participation rate | 86.4% | 88.5%-2.2pp | 87.7%-1.4pp | 82.0%+4.4pp |
| Annual return | 31.33% | 58.76%-27.4pp | 48.32%-17.0pp | 302.83%-271.5pp |
| Employer contribution / active EE | $3,782 | $6,697-43.5% | $5,918-36.1% | $4,761-20.6% |
| Participant deferral / active EE | $8,500 | $8,405+1.1% | $7,714+10.2% | $5,982+42.1% |
| Admin fee / account holder | $143 | $15,399-99.1% | $12,427-98.9% | $11,246-98.7% |