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 4-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 | $31,265 | $107,934-71.0% | $91,989-66.0% | $152,861-79.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 24.19% | 89.24%-65.1pp | 69.02%-44.8pp | 345.32%-321.1pp |
| Employer contribution / active EE | $2,200 | $4,210-47.7% | $3,452-36.3% | $4,762-53.8% |
| Participant deferral / active EE | $2,750 | $6,364-56.8% | $5,923-53.6% | $5,850-53.0% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |