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 | $17,482 | $102,966-83.0% | $90,281-80.6% | $152,861-88.6% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 35.45% | 95.16%-59.7pp | 78.10%-42.6pp | 345.32%-309.9pp |
| Employer contribution / active EE | $1,624 | $3,139-48.2% | $2,854-43.1% | $4,762-65.9% |
| Participant deferral / active EE | $4,842 | $4,281+13.1% | $3,885+24.6% | $5,850-17.2% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |