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 | $28,123 | $154,117-81.8% | $129,995-78.4% | $139,434-79.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.41% | 32.48%-15.1pp | -137.18%+154.6pp | 372.94%-355.5pp |
| Employer contribution / active EE | $2,061 | $5,289-61.0% | $4,320-52.3% | $4,751-56.6% |
| Participant deferral / active EE | $4,520 | $6,710-32.6% | $5,820-22.3% | $6,710-32.6% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |