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 | $22,216 | $99,652-77.7% | $78,778-71.8% | $147,584-84.9% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.2%+19.7pp | 82.8%+6.1pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.55%-578.5pp |
| Employer contribution / active EE | $1,094 | $2,796-60.9% | $1,986-44.9% | $4,876-77.6% |
| Participant deferral / active EE | $3,649 | $3,664-0.4% | $2,958+23.3% | $5,439-32.9% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |