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 6-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 | $30,895 | $140,940-78.1% | $112,229-72.5% | $139,434-77.8% |
| Participation rate | 80.0% | 79.2%+0.8pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 26.91% | 32.71%-5.8pp | 30.20%-3.3pp | 372.94%-346.0pp |
| Employer contribution / active EE | $1,680 | $4,283-60.8% | $3,430-51.0% | $4,751-64.6% |
| Participant deferral / active EE | $4,864 | $5,874-17.2% | $4,798+1.4% | $6,710-27.5% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |