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 | $42,809 | $74,888-42.8% | $71,209-39.9% | $142,382-69.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 33.12% | 345.14%-312.0pp | 282.51%-249.4pp | 217.08%-184.0pp |
| Employer contribution / active EE | $8,856 | $2,854+210.2% | $2,721+225.5% | $4,299+106.0% |
| Participant deferral / active EE | $15,533 | $4,454+248.7% | $4,175+272.0% | $6,507+138.7% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |