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 7-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 | $77,564 | $133,922-42.1% | $116,228-33.3% | $142,382-45.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 31.78% | 147.76%-116.0pp | 90.06%-58.3pp | 217.08%-185.3pp |
| Employer contribution / active EE | $3,136 | $3,446-9.0% | $2,994+4.7% | $4,299-27.1% |
| Participant deferral / active EE | $31,696 | $5,672+458.8% | $4,953+539.9% | $6,507+387.1% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |