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 | $56,124 | $124,319-54.9% | $111,297-49.6% | $167,490-66.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.76% | 37.44%-22.7pp | 54.65%-39.9pp | 478.56%-463.8pp |
| Employer contribution / active EE | $0 | $3,435-100.0% | $2,731-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $26,000 | $5,180+401.9% | $4,487+479.4% | $6,341+310.0% |
| Admin fee / account holder | $240 | $10,618-97.7% | $7,964-97.0% | $12,309-98.1% |