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 7-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 | $12,272 | $105,931-88.4% | $81,930-85.0% | $158,922-92.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 20.94% | 38.17%-17.2pp | 29.49%-8.6pp | 302.83%-281.9pp |
| Employer contribution / active EE | $2,377 | $7,800-69.5% | $4,310-44.9% | $4,761-50.1% |
| Participant deferral / active EE | $6,250 | $13,003-51.9% | $7,107-12.1% | $5,982+4.5% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |