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 | $28,572 | $104,907-72.8% | $84,611-66.2% | $152,861-81.3% |
| Participation rate | 88.9% | 74.8%+14.1pp | 68.2%+20.7pp | 82.4%+6.4pp |
| Annual return | 54.50% | 373.79%-319.3pp | 258.74%-204.2pp | 345.32%-290.8pp |
| Employer contribution / active EE | $3,268 | $3,302-1.0% | $2,652+23.2% | $4,762-31.4% |
| Participant deferral / active EE | $6,813 | $4,688+45.3% | $3,899+74.8% | $5,850+16.5% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |