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 | $52,403 | $109,904-52.3% | $97,167-46.1% | $145,959-64.1% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 26.85% | 243.43%-216.6pp | 75.27%-48.4pp | 561.95%-535.1pp |
| Employer contribution / active EE | $900 | $3,084-70.8% | $2,729-67.0% | $4,661-80.7% |
| Participant deferral / active EE | $8,600 | $4,676+83.9% | $4,264+101.7% | $6,689+28.6% |
| Admin fee / account holder | $0 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |