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 | $159,602-50.2% | $150,045-47.0% | $142,382-44.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 43.29% | 70.24%-27.0pp | 62.55%-19.3pp | 217.08%-173.8pp |
| Employer contribution / active EE | $5,089 | $4,961+2.6% | $4,693+8.4% | $4,299+18.4% |
| Participant deferral / active EE | $6,943 | $8,310-16.5% | $7,997-13.2% | $6,507+6.7% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |