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 | $118,149 | $148,534-20.5% | $135,903-13.1% | $139,434-15.3% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 29.06% | 79.19%-50.1pp | 68.23%-39.2pp | 372.94%-343.9pp |
| Employer contribution / active EE | $25,525 | $5,243+386.8% | $4,856+425.6% | $4,751+437.3% |
| Participant deferral / active EE | $16,875 | $8,100+108.3% | $7,758+117.5% | $6,710+151.5% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |