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 | $23,956 | $93,346-74.3% | $71,796-66.6% | $273,961-91.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 0.00% | 130.39%-130.4pp | 78.04%-78.0pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,157 | $2,733-57.7% | $1,924-39.9% | $4,869-76.2% |
| Participant deferral / active EE | $1,664 | $3,475-52.1% | $2,794-40.5% | $5,287-68.5% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |