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 | $94,536 | $150,187-37.1% | $120,354-21.5% | $145,922-35.2% |
| Participation rate | 70.0% | 78.8%-8.8pp | 71.9%-1.9pp | 80.3%-10.3pp |
| Annual return | 15.84% | 154.07%-138.2pp | 107.15%-91.3pp | 561.29%-545.4pp |
| Employer contribution / active EE | $2,754 | $4,348-36.7% | $3,463-20.5% | $4,660-40.9% |
| Participant deferral / active EE | $8,193 | $6,173+32.7% | $4,991+64.2% | $6,688+22.5% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |