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 | $21,412 | $108,642-80.3% | $74,701-71.3% | $152,861-86.0% |
| Participation rate | 71.4% | 65.3%+6.1pp | 54.5%+17.0pp | 82.4%-11.0pp |
| Annual return | 33.82% | 114.06%-80.2pp | 752.92%-719.1pp | 345.32%-311.5pp |
| Employer contribution / active EE | $3,325 | $1,503+121.2% | $1,084+206.8% | $4,762-30.2% |
| Participant deferral / active EE | $4,126 | $2,712+52.1% | $1,964+110.1% | $5,850-29.5% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |