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 | $47,660 | $109,817-56.6% | $98,442-51.6% | $167,490-71.5% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 17.88% | 1956.69%-1938.8pp | 1492.73%-1474.8pp | 478.56%-460.7pp |
| Employer contribution / active EE | $3,062 | $3,224-5.0% | $2,960+3.4% | $4,837-36.7% |
| Participant deferral / active EE | $11,780 | $4,673+152.1% | $4,276+175.5% | $6,341+85.8% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |