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 | $36,072 | $106,890-66.3% | $84,015-57.1% | $152,861-76.4% |
| Participation rate | 90.0% | 75.2%+14.8pp | 69.0%+21.0pp | 82.4%+7.6pp |
| Annual return | 25.87% | 104.99%-79.1pp | 71.31%-45.4pp | 345.32%-319.4pp |
| Employer contribution / active EE | $1,548 | $2,734-43.4% | $1,983-22.0% | $4,762-67.5% |
| Participant deferral / active EE | $3,670 | $4,011-8.5% | $3,239+13.3% | $5,850-37.3% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |