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 | $23,073 | $159,901-85.6% | $146,958-84.3% | $145,922-84.2% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 14.62% | 98.13%-83.5pp | 418.34%-403.7pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,375 | $5,286-55.1% | $4,933-51.9% | $4,660-49.0% |
| Participant deferral / active EE | $2,583 | $8,428-69.4% | $8,070-68.0% | $6,688-61.4% |
| Admin fee / account holder | $36 | $15,044-99.8% | $12,998-99.7% | $13,397-99.7% |