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 4-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 | $29,645 | $159,901-81.5% | $146,958-79.8% | $145,922-79.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 22.27% | 98.13%-75.9pp | 418.34%-396.1pp | 561.29%-539.0pp |
| Employer contribution / active EE | $1,820 | $5,286-65.6% | $4,933-63.1% | $4,660-60.9% |
| Participant deferral / active EE | $6,524 | $8,428-22.6% | $8,070-19.2% | $6,688-2.5% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |