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 | $12,903 | $105,126-87.7% | $94,646-86.4% | $139,434-90.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 143.37% | 38.03%+105.3pp | 156.71%-13.3pp | 372.94%-229.6pp |
| Employer contribution / active EE | $2,907 | $4,106-29.2% | $3,672-20.8% | $4,751-38.8% |
| Participant deferral / active EE | $7,775 | $7,599+2.3% | $7,418+4.8% | $6,710+15.9% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |