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 9-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 | $20,740 | $106,890-80.6% | $84,015-75.3% | $152,861-86.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 33.43% | 104.99%-71.6pp | 71.31%-37.9pp | 345.32%-311.9pp |
| Employer contribution / active EE | $1,241 | $2,734-54.6% | $1,983-37.4% | $4,762-73.9% |
| Participant deferral / active EE | $9,041 | $4,011+125.4% | $3,239+179.2% | $5,850+54.5% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |