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 | $40,434 | $107,334-62.3% | $92,893-56.5% | $152,861-73.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.84% | 145.58%-121.7pp | 109.41%-85.6pp | 345.32%-321.5pp |
| Employer contribution / active EE | $2,805 | $4,221-33.5% | $3,653-23.2% | $4,762-41.1% |
| Participant deferral / active EE | $4,377 | $4,845-9.7% | $4,236+3.3% | $5,850-25.2% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |