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 6-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 | $33,530 | $118,849-71.8% | $96,562-65.3% | $167,490-80.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 113.32% | 50.49%+62.8pp | 37.78%+75.5pp | 478.56%-365.2pp |
| Employer contribution / active EE | $2,159 | $3,120-30.8% | $2,356-8.4% | $4,837-55.4% |
| Participant deferral / active EE | $7,000 | $4,616+51.6% | $3,849+81.9% | $6,341+10.4% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |