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 | $24,713 | $96,635-74.4% | $86,612-71.5% | $139,434-82.3% |
| Participation rate | 81.8% | 74.4%+7.4pp | 71.7%+10.1pp | 80.3%+1.5pp |
| Annual return | 23.70% | 106.41%-82.7pp | 591.07%-567.4pp | 372.94%-349.2pp |
| Employer contribution / active EE | $1,991 | $3,263-39.0% | $3,022-34.1% | $4,751-58.1% |
| Participant deferral / active EE | $3,149 | $4,836-34.9% | $4,438-29.0% | $6,710-53.1% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |