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 | $34,978 | $107,934-67.6% | $91,989-62.0% | $152,861-77.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 34.12% | 89.24%-55.1pp | 69.02%-34.9pp | 345.32%-311.2pp |
| Employer contribution / active EE | $1,590 | $4,210-62.2% | $3,452-53.9% | $4,762-66.6% |
| Participant deferral / active EE | $9,819 | $6,364+54.3% | $5,923+65.8% | $5,850+67.8% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |