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 4-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 | $59,334 | $102,966-42.4% | $90,281-34.3% | $152,861-61.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.33% | 95.16%-71.8pp | 78.10%-54.8pp | 345.32%-322.0pp |
| Employer contribution / active EE | $4,435 | $3,139+41.3% | $2,854+55.4% | $4,762-6.9% |
| Participant deferral / active EE | $6,117 | $4,281+42.9% | $3,885+57.4% | $5,850+4.6% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |