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 | $19,525 | $114,381-82.9% | $107,525-81.8% | $142,382-86.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.39% | 242.71%-221.3pp | 181.32%-159.9pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,527 | $4,015-37.1% | $3,754-32.7% | $4,299-41.2% |
| Participant deferral / active EE | $3,452 | $5,564-38.0% | $5,116-32.5% | $6,507-47.0% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |