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 | $27,206 | $157,256-82.7% | $141,162-80.7% | $152,861-82.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 24.92% | 64.32%-39.4pp | 71.39%-46.5pp | 345.32%-320.4pp |
| Employer contribution / active EE | $3,850 | $5,261-26.8% | $4,735-18.7% | $4,762-19.1% |
| Participant deferral / active EE | $5,008 | $7,109-29.6% | $6,709-25.4% | $5,850-14.4% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |