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 4-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 | $9,751 | $88,710-89.0% | $81,783-88.1% | $145,959-93.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 22.06% | 1027.26%-1005.2pp | 775.05%-753.0pp | 561.95%-539.9pp |
| Employer contribution / active EE | $721 | $3,083-76.6% | $2,913-75.2% | $4,661-84.5% |
| Participant deferral / active EE | $961 | $4,645-79.3% | $4,320-77.7% | $6,689-85.6% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |