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 | $36,641 | $176,056-79.2% | $159,436-77.0% | $167,490-78.1% |
| Participation rate | 95.0% | 84.9%+10.1pp | 82.8%+12.2pp | 82.1%+12.9pp |
| Annual return | 70.51% | 331.75%-261.2pp | 263.57%-193.1pp | 478.56%-408.0pp |
| Employer contribution / active EE | $1,875 | $5,297-64.6% | $4,829-61.2% | $4,837-61.2% |
| Participant deferral / active EE | $4,486 | $7,750-42.1% | $7,352-39.0% | $6,341-29.3% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |