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 | $40,722 | $99,877-59.2% | $84,966-52.1% | $145,922-72.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.62% | 83.76%-70.1pp | 66.38%-52.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $818 | $3,231-74.7% | $2,727-70.0% | $4,660-82.4% |
| Participant deferral / active EE | $3,675 | $5,291-30.5% | $4,519-18.7% | $6,688-45.0% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |