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 9-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 | $48,448 | $85,202-43.1% | $172,739-72.0% | $72,985-33.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 81.87% | 27.32%+54.5pp | 802.84%-721.0pp | 81.00%+0.9pp |
| Employer contribution / active EE | $4,083 | $3,324+22.8% | $5,143-20.6% | $2,440+67.3% |
| Participant deferral / active EE | $2,917 | $3,260-10.5% | $5,198-43.9% | $3,607-19.1% |
| Admin fee / account holder | $0 | $5,884-100.0% | $13,954-100.0% | $5,124-100.0% |