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 | $29,827 | $159,602-81.3% | $150,045-80.1% | $142,382-79.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.52% | 70.24%-45.7pp | 62.55%-38.0pp | 217.08%-192.6pp |
| Employer contribution / active EE | $2,952 | $4,961-40.5% | $4,693-37.1% | $4,299-31.3% |
| Participant deferral / active EE | $6,099 | $8,310-26.6% | $7,997-23.7% | $6,507-6.3% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |