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 | $32,319 | $162,781-80.1% | $133,956-75.9% | $158,922-79.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.43% | 41.94%-30.5pp | 45.09%-33.7pp | 302.83%-291.4pp |
| Employer contribution / active EE | $5,431 | $4,975+9.1% | $3,919+38.6% | $4,761+14.1% |
| Participant deferral / active EE | $4,210 | $5,911-28.8% | $5,048-16.6% | $5,982-29.6% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |