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 | $22,987 | $99,020-76.8% | $86,590-73.5% | $147,584-84.4% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 36.66% | 1312.34%-1275.7pp | 964.84%-928.2pp | 578.55%-541.9pp |
| Employer contribution / active EE | $1,814 | $3,132-42.1% | $2,839-36.1% | $4,876-62.8% |
| Participant deferral / active EE | $9,152 | $3,972+130.4% | $3,609+153.6% | $5,439+68.3% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |