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 5-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 | $12,860 | $109,904-88.3% | $97,167-86.8% | $145,959-91.2% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 10.25% | 243.43%-233.2pp | 75.27%-65.0pp | 561.95%-551.7pp |
| Employer contribution / active EE | $3,939 | $3,084+27.7% | $2,729+44.3% | $4,661-15.5% |
| Participant deferral / active EE | $1,340 | $4,676-71.3% | $4,264-68.6% | $6,689-80.0% |
| Admin fee / account holder | $0 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |