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 | $93,728 | $214,378-56.3% | $200,582-53.3% | $142,382-34.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 27.34% | 46.41%-19.1pp | 42.33%-15.0pp | 217.08%-189.7pp |
| Employer contribution / active EE | $5,620 | $6,841-17.8% | $6,419-12.4% | $4,299+30.7% |
| Participant deferral / active EE | $10,675 | $9,865+8.2% | $9,331+14.4% | $6,507+64.0% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |