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 | $89,151 | $152,587-41.6% | $125,175-28.8% | $152,861-41.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 214.21% | 54.84%+159.4pp | 43.79%+170.4pp | 345.32%-131.1pp |
| Employer contribution / active EE | $2,377 | $4,946-51.9% | $3,865-38.5% | $4,762-50.1% |
| Participant deferral / active EE | $5,942 | $5,868+1.3% | $4,937+20.4% | $5,850+1.6% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |