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 7-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 | $30,010 | $96,305-68.8% | $80,569-62.8% | $139,434-78.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 22.39% | 1350.08%-1327.7pp | 935.43%-913.0pp | 372.94%-350.6pp |
| Employer contribution / active EE | $1,241 | $3,262-61.9% | $2,723-54.4% | $4,751-73.9% |
| Participant deferral / active EE | $2,988 | $5,232-42.9% | $4,447-32.8% | $6,710-55.5% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |