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 6-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 | $63,541 | $102,317-37.9% | $146,958-56.8% | $80,856-21.4% |
| Participation rate | 74.1% | 75.8%-1.8pp | 82.2%-8.1pp | 67.6%+6.4pp |
| Annual return | 36.89% | 134.76%-97.9pp | 418.34%-381.4pp | 35.59%+1.3pp |
| Employer contribution / active EE | $3,781 | $3,713+1.8% | $4,933-23.4% | $2,755+37.2% |
| Participant deferral / active EE | $6,842 | $6,644+3.0% | $8,070-15.2% | $4,296+59.3% |
| Admin fee / account holder | $0 | $7,941-100.0% | $12,998-100.0% | $6,918-100.0% |