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 | $85,431 | $185,822-54.0% | $169,993-49.7% | $139,434-38.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 43.68% | 60.50%-16.8pp | 53.37%-9.7pp | 372.94%-329.3pp |
| Employer contribution / active EE | $1,965 | $7,590-74.1% | $6,785-71.0% | $4,751-58.6% |
| Participant deferral / active EE | $8,330 | $11,622-28.3% | $10,408-20.0% | $6,710+24.1% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |