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 | $25,245 | $142,405-82.3% | $115,157-78.1% | $152,861-83.5% |
| Participation rate | 85.7% | 82.4%+3.4pp | 75.9%+9.8pp | 82.4%+3.3pp |
| Annual return | 32.25% | 41.48%-9.2pp | 35.60%-3.4pp | 345.32%-313.1pp |
| Employer contribution / active EE | $2,231 | $4,010-44.4% | $3,179-29.8% | $4,762-53.1% |
| Participant deferral / active EE | $7,456 | $5,164+44.4% | $4,168+78.9% | $5,850+27.5% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |