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 | $32,152 | $165,984-80.6% | $164,813-80.5% | $145,922-78.0% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 20.90% | 100.03%-79.1pp | 69.93%-49.0pp | 561.29%-540.4pp |
| Employer contribution / active EE | $4,996 | $5,273-5.2% | $4,341+15.1% | $4,660+7.2% |
| Participant deferral / active EE | $9,239 | $6,959+32.8% | $6,031+53.2% | $6,688+38.2% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |