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 10-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 | $37,949 | $96,635-60.7% | $86,612-56.2% | $139,434-72.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 26.00% | 106.41%-80.4pp | 591.07%-565.1pp | 372.94%-346.9pp |
| Employer contribution / active EE | $2,283 | $3,263-30.0% | $3,022-24.5% | $4,751-52.0% |
| Participant deferral / active EE | $4,902 | $4,836+1.4% | $4,438+10.5% | $6,710-27.0% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |