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 | $115,878 | $177,572-34.7% | $154,803-25.1% | $142,382-18.6% |
| Participation rate | 78.9% | 82.1%-3.1pp | 78.1%+0.9pp | 80.1%-1.2pp |
| Annual return | 15.72% | 65.07%-49.3pp | 58.88%-43.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,298 | $4,810-52.2% | $4,305-46.6% | $4,299-46.5% |
| Participant deferral / active EE | $6,187 | $6,272-1.4% | $5,540+11.7% | $6,507-4.9% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |