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 5-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 | $28,870 | $106,515-72.9% | $96,683-70.1% | $139,434-79.3% |
| Participation rate | 95.0% | 77.8%+17.2pp | 74.3%+20.7pp | 80.3%+14.7pp |
| Annual return | 36.84% | 38.43%-1.6pp | 35.69%+1.1pp | 372.94%-336.1pp |
| Employer contribution / active EE | $1,422 | $4,103-65.4% | $3,737-62.0% | $4,751-70.1% |
| Participant deferral / active EE | $3,907 | $5,454-28.4% | $4,878-19.9% | $6,710-41.8% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |