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 | $19,733 | $70,756-72.1% | $65,493-69.9% | $142,382-86.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 19.79% | 1754.89%-1735.1pp | 982.45%-962.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,430 | $2,881-50.4% | $2,574-44.4% | $4,299-66.7% |
| Participant deferral / active EE | $3,859 | $4,637-16.8% | $3,961-2.6% | $6,507-40.7% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |