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 5-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 | $24,845 | $96,635-74.3% | $86,612-71.3% | $139,434-82.2% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 43.64% | 106.41%-62.8pp | 591.07%-547.4pp | 372.94%-329.3pp |
| Employer contribution / active EE | $3,044 | $3,263-6.7% | $3,022+0.7% | $4,751-35.9% |
| Participant deferral / active EE | $7,754 | $4,836+60.3% | $4,438+74.7% | $6,710+15.5% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |