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 | $25,655 | $183,592-86.0% | $155,567-83.5% | $145,959-82.4% |
| Participation rate | 85.0% | 82.7%+2.3pp | 78.2%+6.8pp | 80.3%+4.7pp |
| Annual return | 18.37% | 61.24%-42.9pp | 64.74%-46.4pp | 561.95%-543.6pp |
| Employer contribution / active EE | $2,682 | $5,315-49.5% | $4,674-42.6% | $4,661-42.5% |
| Participant deferral / active EE | $3,778 | $6,464-41.6% | $5,628-32.9% | $6,689-43.5% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |