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 | $43,101 | $154,117-72.0% | $129,995-66.8% | $139,434-69.1% |
| Participation rate | 88.2% | 82.0%+6.3pp | 78.5%+9.7pp | 80.3%+7.9pp |
| Annual return | 18.69% | 32.48%-13.8pp | -137.18%+155.9pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,393 | $5,289-54.7% | $4,320-44.6% | $4,751-49.6% |
| Participant deferral / active EE | $6,129 | $6,710-8.7% | $5,820+5.3% | $6,710-8.7% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |