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 8-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 | $58,446 | $209,411-72.1% | $178,490-67.3% | $158,922-63.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 50.30% | 188.75%-138.4pp | 151.07%-100.8pp | 302.83%-252.5pp |
| Employer contribution / active EE | $3,778 | $5,706-33.8% | $5,011-24.6% | $4,761-20.6% |
| Participant deferral / active EE | $10,419 | $5,954+75.0% | $5,202+100.3% | $5,982+74.2% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |