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 | $13,985 | $114,381-87.8% | $107,525-87.0% | $142,382-90.2% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.1%+12.4pp | 80.1%+7.4pp |
| Annual return | 79.40% | 242.71%-163.3pp | 181.32%-101.9pp | 217.08%-137.7pp |
| Employer contribution / active EE | $2,323 | $4,015-42.1% | $3,754-38.1% | $4,299-46.0% |
| Participant deferral / active EE | $3,058 | $5,564-45.0% | $5,116-40.2% | $6,507-53.0% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |