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 | $19,550 | $111,754-82.5% | $103,333-81.1% | $145,922-86.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 25.43% | 24.77%+0.7pp | 24.88%+0.6pp | 561.29%-535.9pp |
| Employer contribution / active EE | $3,257 | $4,212-22.7% | $3,868-15.8% | $4,660-30.1% |
| Participant deferral / active EE | $2,645 | $5,619-52.9% | $5,057-47.7% | $6,688-60.4% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |