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 9-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 | $77,242 | $103,376-25.3% | $87,100-11.3% | $152,861-49.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 24.67% | 28.10%-3.4pp | 28.19%-3.5pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,381 | $3,220-57.1% | $2,521-45.2% | $4,762-71.0% |
| Participant deferral / active EE | $2,526 | $4,778-47.1% | $4,049-37.6% | $5,850-56.8% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |