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 | $38,619 | $65,365-40.9% | $92,893-58.4% | $72,985-47.1% |
| Participation rate | 84.4% | 68.3%+16.1pp | 76.0%+8.4pp | 69.5%+14.9pp |
| Annual return | 0.00% | 42.10%-42.1pp | 109.41%-109.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,923 | $2,594-25.9% | $3,653-47.4% | $2,440-21.2% |
| Participant deferral / active EE | $2,810 | $3,128-10.2% | $4,236-33.7% | $3,607-22.1% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |