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 9-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 | $39,280 | $176,662-77.8% | $130,648-69.9% | $152,861-74.3% |
| Participation rate | 80.0% | 79.0%+1.0pp | 71.7%+8.3pp | 82.4%-2.4pp |
| Annual return | 21.47% | 2692.24%-2670.8pp | 1708.96%-1687.5pp | 345.32%-323.8pp |
| Employer contribution / active EE | $1,002 | $5,742-82.5% | $4,092-75.5% | $4,762-79.0% |
| Participant deferral / active EE | $3,416 | $4,361-21.7% | $3,603-5.2% | $5,850-41.6% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |