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 | $46,658 | $115,770-59.7% | $101,248-53.9% | $158,922-70.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 18.88% | 56.14%-37.3pp | 46.47%-27.6pp | 302.83%-283.9pp |
| Employer contribution / active EE | $2,046 | $4,175-51.0% | $3,660-44.1% | $4,761-57.0% |
| Participant deferral / active EE | $11,325 | $4,957+128.5% | $4,370+159.1% | $5,982+89.3% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |