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 | $27,620 | $159,934-82.7% | $147,005-81.2% | $145,959-81.1% |
| Participation rate | 77.3% | 84.0%-6.7pp | 82.2%-4.9pp | 80.3%-3.0pp |
| Annual return | 26.33% | 98.24%-71.9pp | 418.76%-392.4pp | 561.95%-535.6pp |
| Employer contribution / active EE | $2,392 | $5,287-54.8% | $4,934-51.5% | $4,661-48.7% |
| Participant deferral / active EE | $4,993 | $8,427-40.8% | $8,070-38.1% | $6,689-25.3% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |