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 | $39,538 | $202,318-80.5% | $172,739-77.1% | $152,861-74.1% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 32.60% | 1029.65%-997.0pp | 802.84%-770.2pp | 345.32%-312.7pp |
| Employer contribution / active EE | $1,902 | $5,856-67.5% | $5,143-63.0% | $4,762-60.1% |
| Participant deferral / active EE | $10,296 | $5,948+73.1% | $5,198+98.1% | $5,850+76.0% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |