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 4-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 | $31,963 | $111,724-71.4% | $93,606-65.9% | $145,922-78.1% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.1pp |
| Annual return | 17.44% | 202.98%-185.5pp | 133.20%-115.8pp | 561.29%-543.8pp |
| Employer contribution / active EE | $2,251 | $3,090-27.2% | $2,420-7.0% | $4,660-51.7% |
| Participant deferral / active EE | $6,541 | $4,912+33.2% | $4,411+48.3% | $6,688-2.2% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |