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 | $61,918 | $210,648-70.6% | $177,989-65.2% | $145,922-57.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 27.60% | 385.86%-358.3pp | 294.48%-266.9pp | 561.29%-533.7pp |
| Employer contribution / active EE | $1,803 | $4,565-60.5% | $3,949-54.3% | $4,660-61.3% |
| Participant deferral / active EE | $21,508 | $6,958+209.1% | $6,276+242.7% | $6,688+221.6% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |