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 6-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 | $40,908 | $103,376-60.4% | $87,100-53.0% | $152,861-73.2% |
| Participation rate | 88.9% | 79.3%+9.5pp | 76.9%+12.0pp | 82.4%+6.4pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,028 | $3,220-37.0% | $2,521-19.6% | $4,762-57.4% |
| Participant deferral / active EE | $3,185 | $4,778-33.3% | $4,049-21.3% | $5,850-45.6% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |