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 7-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 | $48,483 | $110,502-56.1% | $80,716-39.9% | $167,490-71.1% |
| Participation rate | 75.0% | 64.0%+11.0pp | 54.2%+20.8pp | 82.1%-7.1pp |
| Annual return | 14.79% | 120.54%-105.8pp | 87.28%-72.5pp | 478.56%-463.8pp |
| Employer contribution / active EE | $318 | $1,543-79.4% | $1,160-72.6% | $4,837-93.4% |
| Participant deferral / active EE | $398 | $2,871-86.2% | $2,146-81.5% | $6,341-93.7% |
| Admin fee / account holder | $0 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |