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 | $116,469 | $183,963-36.7% | $162,163-28.2% | $152,861-23.8% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 24.72% | 150.76%-126.0pp | 115.59%-90.9pp | 345.32%-320.6pp |
| Employer contribution / active EE | $3,591 | $6,371-43.6% | $5,614-36.0% | $4,762-24.6% |
| Participant deferral / active EE | $12,300 | $8,034+53.1% | $7,298+68.5% | $5,850+110.3% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |