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 | $75,311 | $109,817-31.4% | $98,442-23.5% | $167,490-55.0% |
| Participation rate | 85.7% | 75.8%+9.9pp | 73.3%+12.4pp | 82.1%+3.6pp |
| Annual return | 33.48% | 1956.69%-1923.2pp | 1492.73%-1459.2pp | 478.56%-445.1pp |
| Employer contribution / active EE | $1,483 | $3,224-54.0% | $2,960-49.9% | $4,837-69.3% |
| Participant deferral / active EE | $4,455 | $4,673-4.7% | $4,276+4.2% | $6,341-29.7% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |