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 | $36,391 | $197,825-81.6% | $155,790-76.6% | $125,391-71.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.03% | 86.74%-87.8pp | 71.54%-72.6pp | 282.22%-283.2pp |
| Employer contribution / active EE | $4,800 | $4,847-1.0% | $3,836+25.1% | $4,866-1.4% |
| Participant deferral / active EE | $13,200 | $5,630+134.5% | $4,797+175.2% | $5,352+146.7% |
| Admin fee / account holder | $0 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |