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 | $74,008 | $209,411-64.7% | $178,490-58.5% | $158,922-53.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.90% | 188.75%-174.8pp | 151.07%-137.2pp | 302.83%-288.9pp |
| Employer contribution / active EE | $3,284 | $5,706-42.4% | $5,011-34.5% | $4,761-31.0% |
| Participant deferral / active EE | $13,707 | $5,954+130.2% | $5,202+163.5% | $5,982+129.1% |
| Admin fee / account holder | $1 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |