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 3-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 | $97,961 | $183,519-46.6% | $155,509-37.0% | $145,922-32.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 54.85% | 61.17%-6.3pp | 64.67%-9.8pp | 561.29%-506.4pp |
| Employer contribution / active EE | $3,977 | $5,313-25.1% | $4,672-14.9% | $4,660-14.7% |
| Participant deferral / active EE | $10,749 | $6,462+66.3% | $5,626+91.1% | $6,688+60.7% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |