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 | $24,722 | $127,264-80.6% | $109,895-77.5% | $167,490-85.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 20.07% | 22.97%-2.9pp | 29.45%-9.4pp | 478.56%-458.5pp |
| Employer contribution / active EE | $1,470 | $3,322-55.7% | $2,842-48.3% | $4,837-69.6% |
| Participant deferral / active EE | $5,015 | $4,514+11.1% | $4,048+23.9% | $6,341-20.9% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |