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 | $32,349 | $105,126-69.2% | $94,646-65.8% | $139,434-76.8% |
| Participation rate | 91.7% | 82.4%+9.3pp | 80.8%+10.8pp | 80.3%+11.3pp |
| Annual return | 32.33% | 38.03%-5.7pp | 156.71%-124.4pp | 372.94%-340.6pp |
| Employer contribution / active EE | $2,932 | $4,106-28.6% | $3,672-20.2% | $4,751-38.3% |
| Participant deferral / active EE | $10,869 | $7,599+43.0% | $7,418+46.5% | $6,710+62.0% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |