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 8-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 | $16,253 | $100,852-83.9% | $90,404-82.0% | $158,922-89.8% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 6.34% | 1724.20%-1717.9pp | 1293.02%-1286.7pp | 302.83%-296.5pp |
| Employer contribution / active EE | $1,117 | $3,689-69.7% | $3,262-65.8% | $4,761-76.5% |
| Participant deferral / active EE | $5,764 | $4,348+32.6% | $3,963+45.4% | $5,982-3.6% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |