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 4-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 | $18,156 | $156,846-88.4% | $121,098-85.0% | $139,434-87.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 34.30% | 1474.56%-1440.3pp | 985.75%-951.4pp | 372.94%-338.6pp |
| Employer contribution / active EE | $4,365 | $5,536-21.2% | $4,164+4.8% | $4,751-8.1% |
| Participant deferral / active EE | $6,176 | $4,844+27.5% | $4,080+51.4% | $6,710-8.0% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |