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 | $39,847 | $159,901-75.1% | $146,958-72.9% | $145,922-72.7% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 20.72% | 98.13%-77.4pp | 418.34%-397.6pp | 561.29%-540.6pp |
| Employer contribution / active EE | $5,274 | $5,286-0.2% | $4,933+6.9% | $4,660+13.2% |
| Participant deferral / active EE | $6,652 | $8,428-21.1% | $8,070-17.6% | $6,688-0.5% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |