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 7-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 | $20,779 | $64,324-67.7% | $118,925-82.5% | $79,858-74.0% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 470.21% | 86.45%+383.8pp | 35.88%+434.3pp | 31.71%+438.5pp |
| Employer contribution / active EE | $4,526 | $1,836+146.5% | $3,263+38.7% | $2,471+83.2% |
| Participant deferral / active EE | $6,159 | $2,824+118.1% | $4,265+44.4% | $3,740+64.7% |
| Admin fee / account holder | $2 | $4,040-100.0% | $6,581-100.0% | $5,306-100.0% |