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 | $22,271 | $158,398-85.9% | $126,539-82.4% | $142,382-84.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 22.96% | 593.76%-570.8pp | 425.95%-403.0pp | 217.08%-194.1pp |
| Employer contribution / active EE | $3,385 | $4,650-27.2% | $3,674-7.9% | $4,299-21.3% |
| Participant deferral / active EE | $6,771 | $4,767+42.0% | $4,083+65.8% | $6,507+4.0% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |