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 | $9,436 | $85,022-88.9% | $70,515-86.6% | $139,434-93.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 38.69% | 30.38%+8.3pp | 32.77%+5.9pp | 372.94%-334.3pp |
| Employer contribution / active EE | $2,621 | $3,909-32.9% | $2,973-11.9% | $4,751-44.8% |
| Participant deferral / active EE | $2,621 | $5,890-55.5% | $4,567-42.6% | $6,710-60.9% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |