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 4-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 | $39,233 | $154,117-74.5% | $129,995-69.8% | $139,434-71.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 27.79% | 32.48%-4.7pp | -137.18%+165.0pp | 372.94%-345.2pp |
| Employer contribution / active EE | $7,418 | $5,289+40.3% | $4,320+71.7% | $4,751+56.1% |
| Participant deferral / active EE | $30,000 | $6,710+347.1% | $5,820+415.5% | $6,710+347.1% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |