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 | $74,423 | $72,071+3.3% | $68,368+8.9% | $137,256-45.8% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.0%-8.5pp |
| Annual return | 25.88% | 353.14%-327.3pp | 292.57%-266.7pp | 220.34%-194.5pp |
| Employer contribution / active EE | $22,239 | $2,788+697.7% | $2,649+739.5% | $4,156+435.1% |
| Participant deferral / active EE | $6,714 | $4,410+52.3% | $4,123+62.9% | $6,407+4.8% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |