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 | $73,038 | $85,022-14.1% | $70,515+3.6% | $139,434-47.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 31.46% | 30.38%+1.1pp | 32.77%-1.3pp | 372.94%-341.5pp |
| Employer contribution / active EE | $1,320 | $3,909-66.2% | $2,973-55.6% | $4,751-72.2% |
| Participant deferral / active EE | $22,000 | $5,890+273.5% | $4,567+381.7% | $6,710+227.9% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |