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 | $54,248 | $77,419-29.9% | $69,455-21.9% | $152,861-64.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 17.68% | 39.06%-21.4pp | 28.97%-11.3pp | 345.32%-327.6pp |
| Employer contribution / active EE | $4,368 | $3,315+31.8% | $2,779+57.2% | $4,762-8.3% |
| Participant deferral / active EE | $2,700 | $4,414-38.8% | $3,535-23.6% | $5,850-53.8% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |