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 | $10,499 | $102,966-89.8% | $90,281-88.4% | $152,861-93.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 35.23% | 95.16%-59.9pp | 78.10%-42.9pp | 345.32%-310.1pp |
| Employer contribution / active EE | $2,892 | $3,139-7.9% | $2,854+1.3% | $4,762-39.3% |
| Participant deferral / active EE | $4,927 | $4,281+15.1% | $3,885+26.8% | $5,850-15.8% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |