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 | $25,597 | $133,922-80.9% | $116,228-78.0% | $142,382-82.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 24.46% | 147.76%-123.3pp | 90.06%-65.6pp | 217.08%-192.6pp |
| Employer contribution / active EE | $2,942 | $3,446-14.6% | $2,994-1.8% | $4,299-31.6% |
| Participant deferral / active EE | $7,764 | $5,672+36.9% | $4,953+56.8% | $6,507+19.3% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |