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 | $67,200 | $209,411-67.9% | $178,490-62.4% | $158,922-57.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 30.31% | 188.75%-158.4pp | 151.07%-120.8pp | 302.83%-272.5pp |
| Employer contribution / active EE | $3,503 | $5,706-38.6% | $5,011-30.1% | $4,761-26.4% |
| Participant deferral / active EE | $20,148 | $5,954+238.4% | $5,202+287.3% | $5,982+236.8% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |