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 | $56,646 | $96,635-41.4% | $86,612-34.6% | $139,434-59.4% |
| Participation rate | 73.3% | 74.4%-1.1pp | 71.7%+1.6pp | 80.3%-7.0pp |
| Annual return | 24.88% | 106.41%-81.5pp | 591.07%-566.2pp | 372.94%-348.1pp |
| Employer contribution / active EE | $2,029 | $3,263-37.8% | $3,022-32.9% | $4,751-57.3% |
| Participant deferral / active EE | $6,663 | $4,836+37.8% | $4,438+50.1% | $6,710-0.7% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |