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 | $10,049 | $102,966-90.2% | $90,281-88.9% | $152,861-93.4% |
| Participation rate | 72.7% | 75.9%-3.1pp | 73.3%-0.5pp | 82.4%-9.7pp |
| Annual return | 801.23% | 95.16%+706.1pp | 78.10%+723.1pp | 345.32%+455.9pp |
| Employer contribution / active EE | $2,311 | $3,139-26.4% | $2,854-19.0% | $4,762-51.5% |
| Participant deferral / active EE | $3,544 | $4,281-17.2% | $3,885-8.8% | $5,850-39.4% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |