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 | $162,507 | $214,378-24.2% | $200,582-19.0% | $142,382+14.1% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 31.12% | 46.41%-15.3pp | 42.33%-11.2pp | 217.08%-186.0pp |
| Employer contribution / active EE | $11,102 | $6,841+62.3% | $6,419+73.0% | $4,299+158.2% |
| Participant deferral / active EE | $10,340 | $9,865+4.8% | $9,331+10.8% | $6,507+58.9% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |