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 | $43,790 | $106,543-58.9% | $91,220-52.0% | $134,475-67.4% |
| Participation rate | 91.7% | 76.8%+14.9pp | 73.2%+18.5pp | 81.2%+10.4pp |
| Annual return | 27.65% | 160.60%-132.9pp | 114.01%-86.4pp | 417.96%-390.3pp |
| Employer contribution / active EE | $6,496 | $3,331+95.0% | $2,850+127.9% | $4,740+37.0% |
| Participant deferral / active EE | $4,676 | $4,719-0.9% | $4,234+10.5% | $6,400-26.9% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |