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 4-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 | $30,270 | $159,901-81.1% | $146,958-79.4% | $145,922-79.3% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 21.70% | 98.13%-76.4pp | 418.34%-396.6pp | 561.29%-539.6pp |
| Employer contribution / active EE | $3,556 | $5,286-32.7% | $4,933-27.9% | $4,660-23.7% |
| Participant deferral / active EE | $5,993 | $8,428-28.9% | $8,070-25.7% | $6,688-10.4% |
| Admin fee / account holder | $20 | $15,044-99.9% | $12,998-99.8% | $13,397-99.9% |