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 | $44,965 | $201,272-77.7% | $184,203-75.6% | $145,922-69.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.72% | 29.00%-14.3pp | 28.81%-14.1pp | 561.29%-546.6pp |
| Employer contribution / active EE | $3,331 | $7,022-52.6% | $6,427-48.2% | $4,660-28.5% |
| Participant deferral / active EE | $7,920 | $9,806-19.2% | $9,131-13.3% | $6,688+18.4% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |