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 | $23,143 | $97,125-76.2% | $86,233-73.2% | $137,256-83.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 22.13% | 74.19%-52.1pp | 61.39%-39.3pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,351 | $2,841-52.5% | $2,504-46.1% | $4,156-67.5% |
| Participant deferral / active EE | $1,723 | $5,180-66.7% | $4,559-62.2% | $6,407-73.1% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |