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 | $13,989 | $133,958-89.6% | $112,228-87.5% | $134,475-89.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 111.36% | 47.11%+64.2pp | 27.45%+83.9pp | 417.96%-306.6pp |
| Employer contribution / active EE | $5,834 | $4,038+44.5% | $3,635+60.5% | $4,740+23.1% |
| Participant deferral / active EE | $3,450 | $5,291-34.8% | $4,728-27.0% | $6,400-46.1% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |