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 | $80,579 | $106,515-24.3% | $96,683-16.7% | $139,434-42.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 27.75% | 38.43%-10.7pp | 35.69%-7.9pp | 372.94%-345.2pp |
| Employer contribution / active EE | $1,581 | $4,103-61.5% | $3,737-57.7% | $4,751-66.7% |
| Participant deferral / active EE | $8,559 | $5,454+56.9% | $4,878+75.4% | $6,710+27.5% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |