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 | $13,130 | $92,703-85.8% | $82,719-84.1% | $134,475-90.2% |
| Participation rate | 91.7% | 75.2%+16.5pp | 72.6%+19.1pp | 81.2%+10.4pp |
| Annual return | 11.00% | 944.92%-933.9pp | 701.18%-690.2pp | 417.96%-407.0pp |
| Employer contribution / active EE | $1,218 | $3,274-62.8% | $3,009-59.5% | $4,740-74.3% |
| Participant deferral / active EE | $1,663 | $4,802-65.4% | $4,395-62.2% | $6,400-74.0% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |