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 9-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 | $31,086 | $107,015-71.0% | $73,545-57.7% | $147,584-78.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 36.47% | 38.25%-1.8pp | -15.16%+51.6pp | 578.55%-542.1pp |
| Employer contribution / active EE | $3,633 | $1,760+106.4% | $1,219+198.1% | $4,876-25.5% |
| Participant deferral / active EE | $16,167 | $2,462+556.7% | $1,806+795.2% | $5,439+197.3% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |