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 | $24,615 | $85,022-71.0% | $70,515-65.1% | $139,434-82.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 21.35% | 30.38%-9.0pp | 32.77%-11.4pp | 372.94%-351.6pp |
| Employer contribution / active EE | $4,753 | $3,909+21.6% | $2,973+59.8% | $4,7510% |
| Participant deferral / active EE | $8,750 | $5,890+48.5% | $4,567+91.6% | $6,710+30.4% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |