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 | $99,921-59.2% | $85,009-52.1% | $145,959-72.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.62% | 83.89%-70.3pp | 66.47%-52.8pp | 561.95%-548.3pp |
| Employer contribution / active EE | $818 | $3,233-74.7% | $2,728-70.0% | $4,661-82.4% |
| Participant deferral / active EE | $3,675 | $5,293-30.6% | $4,522-18.7% | $6,689-45.1% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |