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 | $58,630 | $180,449-67.5% | $154,107-62.0% | $135,375-56.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.67% | 888.09%-889.8pp | 735.12%-736.8pp | 519.73%-521.4pp |
| Employer contribution / active EE | $6,285 | $6,035+4.1% | $5,298+18.6% | $4,779+31.5% |
| Participant deferral / active EE | $7,576 | $5,806+30.5% | $5,081+49.1% | $5,609+35.1% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |