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 | $114,381-81.3% | $107,525-80.1% | $142,382-85.0% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 27.62% | 242.71%-215.1pp | 181.32%-153.7pp | 217.08%-189.5pp |
| Employer contribution / active EE | $1,657 | $4,015-58.7% | $3,754-55.8% | $4,299-61.4% |
| Participant deferral / active EE | $9,489 | $5,564+70.5% | $5,116+85.5% | $6,507+45.8% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |