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 | $31,055 | $202,318-84.7% | $172,739-82.0% | $152,861-79.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 38.14% | 1029.65%-991.5pp | 802.84%-764.7pp | 345.32%-307.2pp |
| Employer contribution / active EE | $3,622 | $5,856-38.2% | $5,143-29.6% | $4,762-23.9% |
| Participant deferral / active EE | $11,293 | $5,948+89.9% | $5,198+117.3% | $5,850+93.0% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |