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 3-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 | $31,248 | $70,756-55.8% | $65,493-52.3% | $142,382-78.1% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.1%+5.6pp |
| Annual return | 32.34% | 1754.89%-1722.5pp | 982.45%-950.1pp | 217.08%-184.7pp |
| Employer contribution / active EE | $3,359 | $2,881+16.6% | $2,574+30.5% | $4,299-21.9% |
| Participant deferral / active EE | $8,566 | $4,637+84.7% | $3,961+116.3% | $6,507+31.6% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |