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 | $35,830 | $135,635-73.6% | $110,238-67.5% | $135,375-73.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 8.93% | 513.19%-504.3pp | 314.74%-305.8pp | 519.73%-510.8pp |
| Employer contribution / active EE | $2,327 | $4,906-52.6% | $3,826-39.2% | $4,779-51.3% |
| Participant deferral / active EE | $8,900 | $5,506+61.6% | $4,672+90.5% | $5,609+58.7% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |