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 6-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 | $37,606 | $155,788-75.9% | $124,672-69.8% | $167,490-77.5% |
| Participation rate | 72.7% | 81.1%-8.4pp | 74.6%-1.9pp | 82.1%-9.4pp |
| Annual return | 227.82% | 17.97%+209.8pp | 5142.93%-4915.1pp | 478.56%-250.7pp |
| Employer contribution / active EE | $3,418 | $4,163-17.9% | $3,324+2.9% | $4,837-29.3% |
| Participant deferral / active EE | $7,975 | $5,673+40.6% | $4,614+72.8% | $6,341+25.8% |
| Admin fee / account holder | $0 | $9,531-100.0% | $7,493-100.0% | $12,309-100.0% |