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 | $24,958 | $112,729-77.9% | $98,716-74.7% | $137,256-81.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 31.49% | 38.48%-7.0pp | 31.81%-0.3pp | 220.34%-188.8pp |
| Employer contribution / active EE | $1,741 | $2,725-36.1% | $2,279-23.6% | $4,156-58.1% |
| Participant deferral / active EE | $6,124 | $4,640+32.0% | $4,048+51.3% | $6,407-4.4% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |