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 8-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 | $48,305 | $67,619-28.6% | $54,791-11.8% | $158,922-69.6% |
| Participation rate | 100.0% | 80.6%+19.4pp | 65.0%+35.0pp | 82.0%+18.0pp |
| Annual return | 33.08% | 14.21%+18.9pp | 15.11%+18.0pp | 302.83%-269.7pp |
| Employer contribution / active EE | $17,750 | $4,142+328.6% | $3,035+484.8% | $4,761+272.8% |
| Participant deferral / active EE | $4,160 | $7,369-43.5% | $5,714-27.2% | $5,982-30.5% |
| Admin fee / account holder | $0 | $9,472-100.0% | $6,823-100.0% | $11,246-100.0% |