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 | $172,111-90.1% | $150,298-88.6% | $137,256-87.5% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 24.10% | 69.37%-45.3pp | 62.79%-38.7pp | 220.34%-196.2pp |
| Employer contribution / active EE | $2,216 | $4,636-52.2% | $4,154-46.7% | $4,156-46.7% |
| Participant deferral / active EE | $2,375 | $6,166-61.5% | $5,453-56.5% | $6,407-62.9% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |