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 | $31,626 | $165,984-80.9% | $164,813-80.8% | $145,922-78.3% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.5pp |
| Annual return | 14.67% | 100.03%-85.4pp | 69.93%-55.3pp | 561.29%-546.6pp |
| Employer contribution / active EE | $2,185 | $5,273-58.6% | $4,341-49.7% | $4,660-53.1% |
| Participant deferral / active EE | $4,400 | $6,959-36.8% | $6,031-27.0% | $6,688-34.2% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |