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 | $16,964 | $90,503-81.3% | $78,689-78.4% | $273,961-93.8% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.2pp | 83.0%+2.7pp |
| Annual return | 10.05% | 75.60%-65.6pp | 62.18%-52.1pp | 41.45%-31.4pp |
| Employer contribution / active EE | $1,241 | $3,176-60.9% | $2,851-56.5% | $4,869-74.5% |
| Participant deferral / active EE | $8,447 | $3,901+116.5% | $3,517+140.2% | $5,287+59.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |