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 | $29,437 | $109,327-73.1% | $89,391-67.1% | $158,922-81.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 28.34% | 345.68%-317.3pp | 245.62%-217.3pp | 302.83%-274.5pp |
| Employer contribution / active EE | $2,152 | $3,170-32.1% | $2,586-16.8% | $4,761-54.8% |
| Participant deferral / active EE | $7,728 | $4,598+68.1% | $3,890+98.7% | $5,982+29.2% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |