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 | $26,454 | $107,934-75.5% | $91,989-71.2% | $152,861-82.7% |
| Participation rate | 93.8% | 81.2%+12.6pp | 78.6%+15.1pp | 82.4%+11.3pp |
| Annual return | 163.71% | 89.24%+74.5pp | 69.02%+94.7pp | 345.32%-181.6pp |
| Employer contribution / active EE | $1,768 | $4,210-58.0% | $3,452-48.8% | $4,762-62.9% |
| Participant deferral / active EE | $8,183 | $6,364+28.6% | $5,923+38.1% | $5,850+39.9% |
| Admin fee / account holder | $6 | $10,520-99.9% | $7,743-99.9% | $11,596-99.9% |