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 7-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 | $42,254 | $124,425-66.0% | $112,040-62.3% | $137,256-69.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.16% | 24.72%-8.6pp | 24.52%-8.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $881 | $3,411-74.2% | $2,954-70.2% | $4,156-78.8% |
| Participant deferral / active EE | $2,077 | $5,718-63.7% | $5,098-59.3% | $6,407-67.6% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |