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 | $12,820 | $107,452-88.1% | $91,541-86.0% | $142,382-91.0% |
| Participation rate | 95.0% | 75.1%+19.9pp | 69.8%+25.2pp | 80.1%+14.9pp |
| Annual return | 28.91% | 22.06%+6.9pp | 20.50%+8.4pp | 217.08%-188.2pp |
| Employer contribution / active EE | $2,299 | $2,994-23.2% | $2,505-8.2% | $4,299-46.5% |
| Participant deferral / active EE | $2,545 | $4,754-46.5% | $4,008-36.5% | $6,507-60.9% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |