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 3-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 | $7,213 | $99,877-92.8% | $84,966-91.5% | $145,922-95.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 29.38% | 83.76%-54.4pp | 66.38%-37.0pp | 561.29%-531.9pp |
| Employer contribution / active EE | $2,400 | $3,231-25.7% | $2,727-12.0% | $4,660-48.5% |
| Participant deferral / active EE | $2,567 | $5,291-51.5% | $4,519-43.2% | $6,688-61.6% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |