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 | $33,778 | $138,065-75.5% | $123,544-72.7% | $135,375-75.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.22% | 153.68%-152.5pp | 119.20%-118.0pp | 519.73%-518.5pp |
| Employer contribution / active EE | $3,343 | $5,151-35.1% | $4,628-27.8% | $4,779-30.0% |
| Participant deferral / active EE | $8,000 | $6,799+17.7% | $6,426+24.5% | $5,609+42.6% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |