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 5-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 | $24,426 | $106,515-77.1% | $96,683-74.7% | $139,434-82.5% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 23.44% | 38.43%-15.0pp | 35.69%-12.3pp | 372.94%-349.5pp |
| Employer contribution / active EE | $2,440 | $4,103-40.5% | $3,737-34.7% | $4,751-48.7% |
| Participant deferral / active EE | $7,500 | $5,454+37.5% | $4,878+53.7% | $6,710+11.8% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |