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 3-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 | $13,845 | $100,773-86.3% | $88,946-84.4% | $142,382-90.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 21.30% | 70.18%-48.9pp | 57.82%-36.5pp | 217.08%-195.8pp |
| Employer contribution / active EE | $377 | $2,918-87.1% | $2,555-85.2% | $4,299-91.2% |
| Participant deferral / active EE | $1,063 | $5,230-79.7% | $4,581-76.8% | $6,507-83.7% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |