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 5-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 | $26,503 | $150,187-82.4% | $120,354-78.0% | $145,922-81.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 19.11% | 154.07%-135.0pp | 107.15%-88.0pp | 561.29%-542.2pp |
| Employer contribution / active EE | $2,957 | $4,348-32.0% | $3,463-14.6% | $4,660-36.5% |
| Participant deferral / active EE | $4,483 | $6,173-27.4% | $4,991-10.2% | $6,688-33.0% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |