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 | $36,985 | $115,770-68.1% | $101,248-63.5% | $158,922-76.7% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 21.67% | 56.14%-34.5pp | 46.47%-24.8pp | 302.83%-281.2pp |
| Employer contribution / active EE | $2,194 | $4,175-47.5% | $3,660-40.1% | $4,761-53.9% |
| Participant deferral / active EE | $5,088 | $4,957+2.6% | $4,370+16.4% | $5,982-15.0% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |