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 | $19,360 | $115,770-83.3% | $101,248-80.9% | $158,922-87.8% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 73.85% | 56.14%+17.7pp | 46.47%+27.4pp | 302.83%-229.0pp |
| Employer contribution / active EE | $1,611 | $4,175-61.4% | $3,660-56.0% | $4,761-66.2% |
| Participant deferral / active EE | $3,780 | $4,957-23.7% | $4,370-13.5% | $5,982-36.8% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |