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 | $34,342 | $72,404-52.6% | $110,238-68.8% | $64,186-46.5% |
| Participation rate | 84.3% | 73.3%+10.9pp | 79.8%+4.5pp | 69.6%+14.7pp |
| Annual return | 3186.18% | -6.29%+3192.5pp | 314.74%+2871.4pp | 7.63%+3178.5pp |
| Employer contribution / active EE | $1,392 | $2,282-39.0% | $3,826-63.6% | $2,381-41.5% |
| Participant deferral / active EE | $3,177 | $3,469-8.4% | $4,672-32.0% | $3,470-8.4% |
| Admin fee / account holder | $27 | $5,664-99.5% | $8,547-99.7% | $4,888-99.5% |