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 | $26,453 | $228,332-88.4% | $185,823-85.8% | $158,922-83.4% |
| Participation rate | 83.3% | 82.3%+1.0pp | 78.0%+5.3pp | 82.0%+1.4pp |
| Annual return | 19.37% | 40.80%-21.4pp | 35.95%-16.6pp | 302.83%-283.5pp |
| Employer contribution / active EE | $1,374 | $4,967-72.3% | $4,087-66.4% | $4,761-71.1% |
| Participant deferral / active EE | $4,495 | $6,415-29.9% | $5,632-20.2% | $5,982-24.9% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |