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 7-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 | $37,426 | $168,632-77.8% | $147,614-74.6% | $125,391-70.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.06% | 77.65%-77.7pp | 61.98%-62.0pp | 282.22%-282.3pp |
| Employer contribution / active EE | $2,724 | $6,252-56.4% | $5,564-51.0% | $4,866-44.0% |
| Participant deferral / active EE | $4,511 | $5,507-18.1% | $4,895-7.9% | $5,352-15.7% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |