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 | $31,327 | $96,635-67.6% | $86,612-63.8% | $139,434-77.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.38% | 106.41%-83.0pp | 591.07%-567.7pp | 372.94%-349.6pp |
| Employer contribution / active EE | $1,765 | $3,263-45.9% | $3,022-41.6% | $4,751-62.8% |
| Participant deferral / active EE | $6,850 | $4,836+41.6% | $4,438+54.4% | $6,710+2.1% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |