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 3-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 | $119,069 | $214,378-44.5% | $200,582-40.6% | $142,382-16.4% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 25.81% | 46.41%-20.6pp | 42.33%-16.5pp | 217.08%-191.3pp |
| Employer contribution / active EE | $9,471 | $6,841+38.4% | $6,419+47.5% | $4,299+120.3% |
| Participant deferral / active EE | $19,984 | $9,865+102.6% | $9,331+114.2% | $6,507+207.1% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |