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 | $17,116 | $177,572-90.4% | $154,803-88.9% | $142,382-88.0% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 24.10% | 65.07%-41.0pp | 58.88%-34.8pp | 217.08%-193.0pp |
| Employer contribution / active EE | $2,216 | $4,810-53.9% | $4,305-48.5% | $4,299-48.5% |
| Participant deferral / active EE | $2,375 | $6,272-62.1% | $5,540-57.1% | $6,507-63.5% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |