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 6-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 | $71,422 | $104,974-32.0% | $95,585-25.3% | $142,382-49.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 67.74% | 210.33%-142.6pp | 38.56%+29.2pp | 217.08%-149.3pp |
| Employer contribution / active EE | $2,720 | $2,779-2.1% | $2,527+7.7% | $4,299-36.7% |
| Participant deferral / active EE | $6,251 | $4,352+43.6% | $4,023+55.4% | $6,507-3.9% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |