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 | $107,503 | $109,817-2.1% | $98,442+9.2% | $167,490-35.8% |
| Participation rate | 71.4% | 75.8%-4.4pp | 73.3%-1.9pp | 82.1%-10.7pp |
| Annual return | 14.01% | 1956.69%-1942.7pp | 1492.73%-1478.7pp | 478.56%-464.5pp |
| Employer contribution / active EE | $808 | $3,224-74.9% | $2,960-72.7% | $4,837-83.3% |
| Participant deferral / active EE | $942 | $4,673-79.8% | $4,276-78.0% | $6,341-85.1% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |