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 | $209,336-43.1% | $197,124-39.6% | $137,256-13.3% |
| Participation rate | 88.9% | 87.3%+1.6pp | 86.7%+2.2pp | 80.0%+8.9pp |
| Annual return | 25.81% | 48.09%-22.3pp | 44.34%-18.5pp | 220.34%-194.5pp |
| Employer contribution / active EE | $9,471 | $6,591+43.7% | $6,227+52.1% | $4,156+127.9% |
| Participant deferral / active EE | $19,984 | $9,614+107.9% | $9,135+118.8% | $6,407+211.9% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |