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 | $28,253 | $81,632-65.4% | $70,449-59.9% | $158,922-82.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 40.92% | 208.40%-167.5pp | 109.03%-68.1pp | 302.83%-261.9pp |
| Employer contribution / active EE | $2,916 | $3,217-9.4% | $2,737+6.6% | $4,761-38.7% |
| Participant deferral / active EE | $7,817 | $4,554+71.7% | $3,709+110.8% | $5,982+30.7% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |