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 8-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 | $26,836 | $84,527-68.3% | $67,711-60.4% | $125,391-78.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -0.13% | 2.57%-2.7pp | 25.41%-25.5pp | 282.22%-282.4pp |
| Employer contribution / active EE | $545 | $3,292-83.4% | $2,559-78.7% | $4,866-88.8% |
| Participant deferral / active EE | $2,181 | $4,429-50.8% | $3,585-39.2% | $5,352-59.2% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |