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 | $45,033 | $96,305-53.2% | $80,569-44.1% | $139,434-67.7% |
| Participation rate | 81.3% | 73.6%+7.6pp | 67.0%+14.3pp | 80.3%+0.9pp |
| Annual return | 27.66% | 1350.08%-1322.4pp | 935.43%-907.8pp | 372.94%-345.3pp |
| Employer contribution / active EE | $3,489 | $3,262+7.0% | $2,723+28.1% | $4,751-26.6% |
| Participant deferral / active EE | $11,322 | $5,232+116.4% | $4,447+154.6% | $6,710+68.7% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |