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 | $61,267 | $95,266-35.7% | $82,389-25.6% | $142,382-57.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 20.02% | 25.74%-5.7pp | 28.67%-8.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $3,130 | $2,991+4.6% | $2,517+24.4% | $4,299-27.2% |
| Participant deferral / active EE | $7,182 | $4,809+49.3% | $4,155+72.9% | $6,507+10.4% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |