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 | $16,864 | $85,022-80.2% | $70,515-76.1% | $139,434-87.9% |
| Participation rate | 75.0% | 73.9%+1.1pp | 68.3%+6.7pp | 80.3%-5.3pp |
| Annual return | 29.67% | 30.38%-0.7pp | 32.77%-3.1pp | 372.94%-343.3pp |
| Employer contribution / active EE | $2,783 | $3,909-28.8% | $2,973-6.4% | $4,751-41.4% |
| Participant deferral / active EE | $3,955 | $5,890-32.9% | $4,567-13.4% | $6,710-41.1% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |