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 7-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 | $34,001 | $96,635-64.8% | $86,612-60.7% | $139,434-75.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 21.23% | 106.41%-85.2pp | 591.07%-569.8pp | 372.94%-351.7pp |
| Employer contribution / active EE | $2,071 | $3,263-36.5% | $3,022-31.5% | $4,751-56.4% |
| Participant deferral / active EE | $5,679 | $4,836+17.4% | $4,438+28.0% | $6,710-15.4% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |