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 | $25,691 | $185,200-86.1% | $142,863-82.0% | $167,490-84.7% |
| Participation rate | 70.0% | 78.4%-8.4pp | 71.9%-1.9pp | 82.1%-12.1pp |
| Annual return | 19.91% | 8555.70%-8535.8pp | 5637.54%-5617.6pp | 478.56%-458.6pp |
| Employer contribution / active EE | $1,713 | $5,604-69.4% | $4,144-58.7% | $4,837-64.6% |
| Participant deferral / active EE | $4,089 | $4,494-9.0% | $3,837+6.6% | $6,341-35.5% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |