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 | $17,671 | $74,888-76.4% | $71,209-75.2% | $142,382-87.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 26.05% | 345.14%-319.1pp | 282.51%-256.5pp | 217.08%-191.0pp |
| Employer contribution / active EE | $2,972 | $2,854+4.1% | $2,721+9.2% | $4,299-30.9% |
| Participant deferral / active EE | $6,748 | $4,454+51.5% | $4,175+61.6% | $6,507+3.7% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |