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 7-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 | $19,552 | $112,881-82.7% | $90,951-78.5% | $158,922-87.7% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 94.56% | 215.79%-121.2pp | 134.60%-40.0pp | 302.83%-208.3pp |
| Employer contribution / active EE | $1,584 | $2,893-45.2% | $2,122-25.4% | $4,761-66.7% |
| Participant deferral / active EE | $9,349 | $4,128+126.5% | $3,373+177.2% | $5,982+56.3% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |