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 8-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 | $83,642 | $118,680-29.5% | $98,907-15.4% | $158,922-47.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 16.90% | 372.35%-355.4pp | 196.43%-179.5pp | 302.83%-285.9pp |
| Employer contribution / active EE | $3,020 | $3,333-9.4% | $2,689+12.3% | $4,761-36.6% |
| Participant deferral / active EE | $2,399 | $5,088-52.8% | $4,244-43.5% | $5,982-59.9% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |