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 9-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 | $27,848 | $138,065-79.8% | $123,544-77.5% | $135,375-79.4% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | 31.56% | 153.68%-122.1pp | 119.20%-87.6pp | 519.73%-488.2pp |
| Employer contribution / active EE | $1,765 | $5,151-65.7% | $4,628-61.9% | $4,779-63.1% |
| Participant deferral / active EE | $4,780 | $6,799-29.7% | $6,426-25.6% | $5,609-14.8% |
| Admin fee / account holder | $126 | $10,916-98.8% | $9,284-98.6% | $10,827-98.8% |