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 | $36,294 | $209,411-82.7% | $178,490-79.7% | $158,922-77.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.52% | 188.75%-172.2pp | 151.07%-134.5pp | 302.83%-286.3pp |
| Employer contribution / active EE | $3,139 | $5,706-45.0% | $5,011-37.4% | $4,761-34.1% |
| Participant deferral / active EE | $6,022 | $5,954+1.1% | $5,202+15.8% | $5,982+0.7% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |