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 | $49,946 | $106,515-53.1% | $96,683-48.3% | $139,434-64.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 31.30% | 38.43%-7.1pp | 35.69%-4.4pp | 372.94%-341.6pp |
| Employer contribution / active EE | $6,815 | $4,103+66.1% | $3,737+82.4% | $4,751+43.4% |
| Participant deferral / active EE | $3,941 | $5,454-27.7% | $4,878-19.2% | $6,710-41.3% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |