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 7-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 | $28,511 | $96,635-70.5% | $86,612-67.1% | $139,434-79.6% |
| Participation rate | 92.9% | 74.4%+18.5pp | 71.7%+21.2pp | 80.3%+12.5pp |
| Annual return | 23.16% | 106.41%-83.3pp | 591.07%-567.9pp | 372.94%-349.8pp |
| Employer contribution / active EE | $3,665 | $3,263+12.3% | $3,022+21.3% | $4,751-22.9% |
| Participant deferral / active EE | $7,309 | $4,836+51.1% | $4,438+64.7% | $6,710+8.9% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |