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 | $36,827 | $144,119-74.4% | $117,854-68.8% | $147,584-75.0% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 27.24% | 531.15%-503.9pp | 335.08%-307.8pp | 578.55%-551.3pp |
| Employer contribution / active EE | $1,809 | $4,896-63.1% | $3,786-52.2% | $4,876-62.9% |
| Participant deferral / active EE | $10,551 | $5,316+98.5% | $4,482+135.4% | $5,439+94.0% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |