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 | $36,114 | $202,318-82.1% | $172,739-79.1% | $152,861-76.4% |
| Participation rate | 86.7% | 87.1%-0.4pp | 82.6%+4.0pp | 82.4%+4.2pp |
| Annual return | 14.16% | 1029.65%-1015.5pp | 802.84%-788.7pp | 345.32%-331.2pp |
| Employer contribution / active EE | $2,587 | $5,856-55.8% | $5,143-49.7% | $4,762-45.7% |
| Participant deferral / active EE | $7,889 | $5,948+32.6% | $5,198+51.8% | $5,850+34.9% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |