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 | $42,400 | $209,411-79.8% | $178,490-76.2% | $158,922-73.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.38% | 188.75%-180.4pp | 151.07%-142.7pp | 302.83%-294.4pp |
| Employer contribution / active EE | $2,177 | $5,706-61.8% | $5,011-56.6% | $4,761-54.3% |
| Participant deferral / active EE | $5,916 | $5,954-0.6% | $5,202+13.7% | $5,982-1.1% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |