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 | $62,692 | $103,376-39.4% | $87,100-28.0% | $152,861-59.0% |
| Participation rate | 92.9% | 79.3%+13.5pp | 76.9%+16.0pp | 82.4%+10.4pp |
| Annual return | 17.86% | 28.10%-10.2pp | 28.19%-10.3pp | 345.32%-327.5pp |
| Employer contribution / active EE | $2,520 | $3,220-21.7% | $2,5210% | $4,762-47.1% |
| Participant deferral / active EE | $4,221 | $4,778-11.7% | $4,049+4.2% | $5,850-27.9% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |