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 | $14,688 | $91,190-83.9% | $178,490-91.8% | $79,858-81.6% |
| Participation rate | 76.1% | 69.2%+6.9pp | 81.9%-5.9pp | 69.6%+6.4pp |
| Annual return | 18.85% | 24.19%-5.3pp | 151.07%-132.2pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,344 | $3,256-58.7% | $5,011-73.2% | $2,471-45.6% |
| Participant deferral / active EE | $1,016 | $3,236-68.6% | $5,202-80.5% | $3,740-72.8% |
| Admin fee / account holder | $0 | $6,751-100.0% | $13,984-100.0% | $5,306-100.0% |