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 | $32,113 | $101,069-68.2% | $81,478-60.6% | $147,584-78.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 11.60% | 32.40%-20.8pp | 38.78%-27.2pp | 578.55%-566.9pp |
| Employer contribution / active EE | $5,938 | $3,205+85.3% | $2,568+131.2% | $4,876+21.8% |
| Participant deferral / active EE | $1,083 | $4,242-74.5% | $3,537-69.4% | $5,439-80.1% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |