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 7-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 | $79,462 | $154,228-48.5% | $145,433-45.4% | $137,256-42.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 43.29% | 74.59%-31.3pp | 66.58%-23.3pp | 220.34%-177.1pp |
| Employer contribution / active EE | $5,089 | $4,804+5.9% | $4,554+11.7% | $4,156+22.5% |
| Participant deferral / active EE | $6,943 | $8,216-15.5% | $7,897-12.1% | $6,407+8.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |