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 | $36,891 | $157,256-76.5% | $141,162-73.9% | $152,861-75.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 52.24% | 64.32%-12.1pp | 71.39%-19.1pp | 345.32%-293.1pp |
| Employer contribution / active EE | $2,519 | $5,261-52.1% | $4,735-46.8% | $4,762-47.1% |
| Participant deferral / active EE | $9,251 | $7,109+30.1% | $6,709+37.9% | $5,850+58.1% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |