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 | $63,974 | $176,056-63.7% | $159,436-59.9% | $167,490-61.8% |
| Participation rate | 70.6% | 84.9%-14.4pp | 82.8%-12.2pp | 82.1%-11.5pp |
| Annual return | 16.40% | 331.75%-315.3pp | 263.57%-247.2pp | 478.56%-462.2pp |
| Employer contribution / active EE | $1,948 | $5,297-63.2% | $4,829-59.7% | $4,837-59.7% |
| Participant deferral / active EE | $8,493 | $7,750+9.6% | $7,352+15.5% | $6,341+33.9% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |