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 | $77,217 | $162,781-52.6% | $133,956-42.4% | $158,922-51.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 30.41% | 41.94%-11.5pp | 45.09%-14.7pp | 302.83%-272.4pp |
| Employer contribution / active EE | $2,590 | $4,975-47.9% | $3,919-33.9% | $4,761-45.6% |
| Participant deferral / active EE | $9,192 | $5,911+55.5% | $5,048+82.1% | $5,982+53.7% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |