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 | $70,756 | $74,888-5.5% | $71,209-0.6% | $142,382-50.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 30.91% | 345.14%-314.2pp | 282.51%-251.6pp | 217.08%-186.2pp |
| Employer contribution / active EE | $4,209 | $2,854+47.5% | $2,721+54.7% | $4,299-2.1% |
| Participant deferral / active EE | $23,307 | $4,454+423.2% | $4,175+458.2% | $6,507+258.2% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |