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 | $41,152 | $148,534-72.3% | $135,903-69.7% | $139,434-70.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.13% | 79.19%-60.1pp | 68.23%-49.1pp | 372.94%-353.8pp |
| Employer contribution / active EE | $3,807 | $5,243-27.4% | $4,856-21.6% | $4,751-19.9% |
| Participant deferral / active EE | $8,302 | $8,100+2.5% | $7,758+7.0% | $6,710+23.7% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |