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 | $56,831 | $100,852-43.6% | $90,404-37.1% | $158,922-64.2% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 23.39% | 1724.20%-1700.8pp | 1293.02%-1269.6pp | 302.83%-279.4pp |
| Employer contribution / active EE | $2,310 | $3,689-37.4% | $3,262-29.2% | $4,761-51.5% |
| Participant deferral / active EE | $5,709 | $4,348+31.3% | $3,963+44.0% | $5,982-4.6% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |