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 | $69,835 | $103,376-32.4% | $87,100-19.8% | $152,861-54.3% |
| Participation rate | 70.0% | 79.3%-9.3pp | 76.9%-6.9pp | 82.4%-12.4pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,512 | $3,220-53.1% | $2,521-40.0% | $4,762-68.3% |
| Participant deferral / active EE | $7,144 | $4,778+49.5% | $4,049+76.5% | $5,850+22.1% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |