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 | $121,397 | $97,125+25.0% | $86,233+40.8% | $137,256-11.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 248.43% | 74.19%+174.2pp | 61.39%+187.0pp | 220.34%+28.1pp |
| Employer contribution / active EE | $742 | $2,841-73.9% | $2,504-70.4% | $4,156-82.2% |
| Participant deferral / active EE | $4,776 | $5,180-7.8% | $4,559+4.8% | $6,407-25.5% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |