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 5-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 | $32,625 | $133,958-75.6% | $112,228-70.9% | $134,475-75.7% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | 610.73% | 47.11%+563.6pp | 27.45%+583.3pp | 417.96%+192.8pp |
| Employer contribution / active EE | $2,737 | $4,038-32.2% | $3,635-24.7% | $4,740-42.3% |
| Participant deferral / active EE | $3,562 | $5,291-32.7% | $4,728-24.7% | $6,400-44.3% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |