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 7-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 | $76,846 | $92,703-17.1% | $82,719-7.1% | $134,475-42.9% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.4pp |
| Annual return | 66.09% | 944.92%-878.8pp | 701.18%-635.1pp | 417.96%-351.9pp |
| Employer contribution / active EE | $1,435 | $3,274-56.2% | $3,009-52.3% | $4,740-69.7% |
| Participant deferral / active EE | $4,435 | $4,802-7.6% | $4,395+0.9% | $6,400-30.7% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |