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 | $59,706 | $104,974-43.1% | $95,585-37.5% | $142,382-58.1% |
| Participation rate | 83.3% | 75.0%+8.4pp | 72.1%+11.3pp | 80.1%+3.2pp |
| Annual return | 19.81% | 210.33%-190.5pp | 38.56%-18.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,385 | $2,779-14.2% | $2,527-5.6% | $4,299-44.5% |
| Participant deferral / active EE | $3,088 | $4,352-29.0% | $4,023-23.2% | $6,507-52.5% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |