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 | $25,218 | $169,032-85.1% | $129,207-80.5% | $145,922-82.7% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 11.35% | 14330.11%-14318.8pp | 9417.33%-9406.0pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,832 | $5,537-66.9% | $4,153-55.9% | $4,660-60.7% |
| Participant deferral / active EE | $3,135 | $4,987-37.1% | $4,168-24.8% | $6,688-53.1% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |