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 9-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 | $33,622 | $117,381-71.4% | $99,443-66.2% | $152,861-78.0% |
| Participation rate | 80.0% | 77.5%+2.5pp | 73.8%+6.2pp | 82.4%-2.4pp |
| Annual return | 38.67% | 31.87%+6.8pp | 30.72%+7.9pp | 345.32%-306.6pp |
| Employer contribution / active EE | $3,874 | $3,013+28.6% | $2,540+52.6% | $4,762-18.6% |
| Participant deferral / active EE | $7,099 | $4,086+73.7% | $3,619+96.2% | $5,850+21.3% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |