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 3-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 | $29,874 | $105,126-71.6% | $94,646-68.4% | $139,434-78.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 19.23% | 38.03%-18.8pp | 156.71%-137.5pp | 372.94%-353.7pp |
| Employer contribution / active EE | $2,502 | $4,106-39.1% | $3,672-31.9% | $4,751-47.3% |
| Participant deferral / active EE | $16,322 | $7,599+114.8% | $7,418+120.0% | $6,710+143.2% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |