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 3-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 | $17,978 | $102,604-82.5% | $86,188-79.1% | $139,434-87.1% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 35.03% | 1922.51%-1887.5pp | 1168.45%-1133.4pp | 372.94%-337.9pp |
| Employer contribution / active EE | $1,917 | $3,032-36.8% | $2,380-19.5% | $4,751-59.7% |
| Participant deferral / active EE | $10,518 | $4,676+124.9% | $3,985+163.9% | $6,710+56.7% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |