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 | $43,611 | $107,934-59.6% | $91,989-52.6% | $152,861-71.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 27.43% | 89.24%-61.8pp | 69.02%-41.6pp | 345.32%-317.9pp |
| Employer contribution / active EE | $4,425 | $4,210+5.1% | $3,452+28.2% | $4,762-7.1% |
| Participant deferral / active EE | $10,386 | $6,364+63.2% | $5,923+75.4% | $5,850+77.5% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |