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 9-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 | $27,618 | $158,817-82.6% | $121,196-77.2% | $135,375-79.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | 0.96% | -0.64%+1.6pp | 16.93%-16.0pp | 519.73%-518.8pp |
| Employer contribution / active EE | $1,415 | $5,665-75.0% | $4,022-64.8% | $4,779-70.4% |
| Participant deferral / active EE | $4,625 | $4,005+15.5% | $3,344+38.3% | $5,609-17.5% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |