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 6-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 | $34,928 | $154,117-77.3% | $129,995-73.1% | $139,434-75.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 36.77% | 32.48%+4.3pp | -137.18%+173.9pp | 372.94%-336.2pp |
| Employer contribution / active EE | $3,150 | $5,289-40.4% | $4,320-27.1% | $4,751-33.7% |
| Participant deferral / active EE | $15,000 | $6,710+123.5% | $5,820+157.7% | $6,710+123.5% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |