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 | $21,379 | $111,535-80.8% | $105,223-79.7% | $137,256-84.4% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 27.62% | 237.85%-210.2pp | 180.65%-153.0pp | 220.34%-192.7pp |
| Employer contribution / active EE | $1,657 | $3,939-57.9% | $3,689-55.1% | $4,156-60.1% |
| Participant deferral / active EE | $9,489 | $5,500+72.5% | $5,072+87.1% | $6,407+48.1% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |