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 4-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 | $38,356 | $74,888-48.8% | $71,209-46.1% | $142,382-73.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.94% | 345.14%-327.2pp | 282.51%-264.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,399 | $2,854-51.0% | $2,721-48.6% | $4,299-67.5% |
| Participant deferral / active EE | $9,810 | $4,454+120.2% | $4,175+135.0% | $6,507+50.8% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |