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 | $33,420 | $180,449-81.5% | $154,107-78.3% | $135,375-75.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 232.19% | 888.09%-655.9pp | 735.12%-502.9pp | 519.73%-287.5pp |
| Employer contribution / active EE | $4,108 | $6,035-31.9% | $5,298-22.5% | $4,779-14.0% |
| Participant deferral / active EE | $8,157 | $5,806+40.5% | $5,081+60.6% | $5,609+45.4% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |