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 | $33,743 | $99,921-66.2% | $85,009-60.3% | $145,959-76.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.06% | 83.89%-74.8pp | 66.47%-57.4pp | 561.95%-552.9pp |
| Employer contribution / active EE | $2,666 | $3,233-17.5% | $2,728-2.3% | $4,661-42.8% |
| Participant deferral / active EE | $13,484 | $5,293+154.8% | $4,522+198.2% | $6,689+101.6% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |