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 | $37,251 | $121,625-69.4% | $104,607-64.4% | $158,922-76.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 17.75% | 465.26%-447.5pp | 340.46%-322.7pp | 302.83%-285.1pp |
| Employer contribution / active EE | $2,010 | $3,163-36.5% | $2,681-25.0% | $4,761-57.8% |
| Participant deferral / active EE | $7,343 | $4,177+75.8% | $3,740+96.4% | $5,982+22.8% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |