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 | $166,020-80.6% | $164,866-80.5% | $145,959-78.0% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 20.90% | 100.08%-79.2pp | 69.97%-49.1pp | 561.95%-541.1pp |
| Employer contribution / active EE | $4,996 | $5,275-5.3% | $4,343+15.1% | $4,661+7.2% |
| Participant deferral / active EE | $9,239 | $6,961+32.7% | $6,033+53.1% | $6,689+38.1% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |