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 | $42,110 | $117,841-64.3% | $102,423-58.9% | $145,922-71.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 88.43% | 31.65%+56.8pp | 29.32%+59.1pp | 561.29%-472.9pp |
| Employer contribution / active EE | $1,836 | $3,615-49.2% | $3,023-39.3% | $4,660-60.6% |
| Participant deferral / active EE | $32,460 | $5,731+466.4% | $5,053+542.4% | $6,688+385.4% |
| Admin fee / account holder | $9 | $13,326-99.9% | $9,451-99.9% | $13,397-99.9% |