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 | $29,974 | $159,901-81.3% | $146,958-79.6% | $145,922-79.5% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 10.21% | 98.13%-87.9pp | 418.34%-408.1pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,365 | $5,286-74.2% | $4,933-72.3% | $4,660-70.7% |
| Participant deferral / active EE | $5,262 | $8,428-37.6% | $8,070-34.8% | $6,688-21.3% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |