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 10-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 | $34,771 | $52,903-34.3% | $73,307-52.6% | $59,632-41.7% |
| Participation rate | 91.2% | 68.2%+22.9pp | 74.9%+16.3pp | 68.7%+22.5pp |
| Annual return | 74.53% | 12.20%+62.3pp | 5.67%+68.9pp | 2041.28%-1966.8pp |
| Employer contribution / active EE | $4,289 | $1,909+124.7% | $3,237+32.5% | $2,203+94.7% |
| Participant deferral / active EE | $9,319 | $4,069+129.0% | $4,991+86.7% | $3,192+192.0% |
| Admin fee / account holder | $0 | $3,834-100.0% | $5,637-100.0% | $4,297-100.0% |