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 | $39,120 | $105,931-63.1% | $81,930-52.3% | $158,922-75.4% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.0%+3.0pp | 82.0%-7.0pp |
| Annual return | 25.23% | 38.17%-12.9pp | 29.49%-4.3pp | 302.83%-277.6pp |
| Employer contribution / active EE | $1,232 | $7,800-84.2% | $4,310-71.4% | $4,761-74.1% |
| Participant deferral / active EE | $6,882 | $13,003-47.1% | $7,107-3.2% | $5,982+15.0% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |