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 3-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 | $29,893 | $106,515-71.9% | $96,683-69.1% | $139,434-78.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.59% | 38.43%-21.8pp | 35.69%-19.1pp | 372.94%-356.4pp |
| Employer contribution / active EE | $2,723 | $4,103-33.6% | $3,737-27.1% | $4,751-42.7% |
| Participant deferral / active EE | $6,247 | $5,454+14.5% | $4,878+28.0% | $6,710-6.9% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |