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 | $60,315 | $152,587-60.5% | $125,175-51.8% | $152,861-60.5% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 31.43% | 54.84%-23.4pp | 43.79%-12.4pp | 345.32%-313.9pp |
| Employer contribution / active EE | $2,935 | $4,946-40.7% | $3,865-24.1% | $4,762-38.4% |
| Participant deferral / active EE | $7,045 | $5,868+20.1% | $4,937+42.7% | $5,850+20.4% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |