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 | $43,695 | $84,402-48.2% | $61,373-28.8% | $134,475-67.5% |
| Participation rate | 75.0% | 62.2%+12.8pp | 52.6%+22.4pp | 81.2%-6.2pp |
| Annual return | 9.36% | 584.55%-575.2pp | 338.61%-329.2pp | 417.96%-408.6pp |
| Employer contribution / active EE | $2,121 | $1,544+37.3% | $1,159+83.0% | $4,740-55.2% |
| Participant deferral / active EE | $4,598 | $2,819+63.1% | $2,125+116.4% | $6,400-28.1% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |