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 | $42,205 | $69,515-39.3% | $86,874-51.4% | $85,850-50.8% |
| Participation rate | 95.2% | 66.3%+28.9pp | 71.6%+23.6pp | 69.3%+25.9pp |
| Annual return | 167.33% | 20.12%+147.2pp | 63.52%+103.8pp | 318.53%-151.2pp |
| Employer contribution / active EE | $509 | $1,880-72.9% | $2,495-79.6% | $2,565-80.1% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,699-100.0% | $3,952-100.0% |
| Admin fee / account holder | $148 | $5,972-97.5% | $5,828-97.5% | $6,260-97.6% |