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 4-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 | $66,072 | $154,228-57.2% | $145,433-54.6% | $137,256-51.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 63.69% | 74.59%-10.9pp | 66.58%-2.9pp | 220.34%-156.6pp |
| Employer contribution / active EE | $3,101 | $4,804-35.4% | $4,554-31.9% | $4,156-25.4% |
| Participant deferral / active EE | $8,388 | $8,216+2.1% | $7,897+6.2% | $6,407+30.9% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |