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 | $24,524 | $88,751-72.4% | $81,812-70.0% | $145,922-83.2% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 16.18% | 1025.40%-1009.2pp | 773.79%-757.6pp | 561.29%-545.1pp |
| Employer contribution / active EE | $4,359 | $3,083+41.4% | $2,912+49.7% | $4,660-6.5% |
| Participant deferral / active EE | $6,646 | $4,643+43.1% | $4,319+53.9% | $6,688-0.6% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |