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 3-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 | $45,722 | $159,901-71.4% | $146,958-68.9% | $145,922-68.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.98% | 98.13%-78.1pp | 418.34%-398.4pp | 561.29%-541.3pp |
| Employer contribution / active EE | $3,505 | $5,286-33.7% | $4,933-28.9% | $4,660-24.8% |
| Participant deferral / active EE | $9,950 | $8,428+18.1% | $8,070+23.3% | $6,688+48.8% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |