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 | $13,416 | $81,632-83.6% | $70,449-81.0% | $158,922-91.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 26.27% | 208.40%-182.1pp | 109.03%-82.8pp | 302.83%-276.6pp |
| Employer contribution / active EE | $1,212 | $3,217-62.3% | $2,737-55.7% | $4,761-74.5% |
| Participant deferral / active EE | $1,220 | $4,554-73.2% | $3,709-67.1% | $5,982-79.6% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |