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 8-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 | $39,863 | $96,305-58.6% | $80,569-50.5% | $139,434-71.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 16.79% | 1350.08%-1333.3pp | 935.43%-918.6pp | 372.94%-356.1pp |
| Employer contribution / active EE | $2,640 | $3,262-19.1% | $2,723-3.1% | $4,751-44.4% |
| Participant deferral / active EE | $8,100 | $5,232+54.8% | $4,447+82.1% | $6,710+20.7% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |