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 | $21,877 | $154,228-85.8% | $145,433-85.0% | $137,256-84.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.63% | 74.59%-58.0pp | 66.58%-49.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,583 | $4,804-67.0% | $4,554-65.2% | $4,156-61.9% |
| Participant deferral / active EE | $3,042 | $8,216-63.0% | $7,897-61.5% | $6,407-52.5% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |