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 | $33,157 | $107,791-69.2% | $90,645-63.4% | $135,375-75.5% |
| Participation rate | 85.7% | 78.0%+7.7pp | 74.0%+11.7pp | 82.6%+3.1pp |
| Annual return | 1003.66% | -0.90%+1004.6pp | 1.88%+1001.8pp | 519.73%+483.9pp |
| Employer contribution / active EE | $4,139 | $3,018+37.2% | $2,532+63.5% | $4,779-13.4% |
| Participant deferral / active EE | $3,225 | $3,872-16.7% | $3,425-5.8% | $5,609-42.5% |
| Admin fee / account holder | $0 | $5,930-100.0% | $4,994-100.0% | $10,827-100.0% |