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 6-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 | $18,081 | $48,230-62.5% | $67,502-73.2% | $80,856-77.6% |
| Participation rate | 79.3% | 66.4%+12.9pp | 72.9%+6.4pp | 67.6%+11.7pp |
| Annual return | 19.69% | 18.28%+1.4pp | 3512.12%-3492.4pp | 35.59%-15.9pp |
| Employer contribution / active EE | $636 | $2,020-68.5% | $2,731-76.7% | $2,755-76.9% |
| Participant deferral / active EE | $1,736 | $2,924-40.6% | $4,000-56.6% | $4,296-59.6% |
| Admin fee / account holder | $0 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |