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 4-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 | $11,063 | $27,915-60.4% | $58,482-81.1% | $75,163-85.3% |
| Participation rate | 80.0% | 38.8%+41.2pp | 50.9%+29.1pp | 67.2%+12.8pp |
| Annual return | 23.00% | 44.20%-21.2pp | 4239.32%-4216.3pp | 160.62%-137.6pp |
| Employer contribution / active EE | $1,114 | $669+66.5% | $1,053+5.7% | $2,670-58.3% |
| Participant deferral / active EE | $1,807 | $1,201+50.4% | $1,924-6.1% | $4,125-56.2% |
| Admin fee / account holder | $1 | $1,726-99.9% | $2,516-99.9% | $5,651-100.0% |