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 | $78,387 | $214,378-63.4% | $200,582-60.9% | $142,382-44.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 24.29% | 46.41%-22.1pp | 42.33%-18.0pp | 217.08%-192.8pp |
| Employer contribution / active EE | $4,540 | $6,841-33.6% | $6,419-29.3% | $4,299+5.6% |
| Participant deferral / active EE | $12,169 | $9,865+23.4% | $9,331+30.4% | $6,507+87.0% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |