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 | $22,020 | $148,534-85.2% | $135,903-83.8% | $139,434-84.2% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 23.47% | 79.19%-55.7pp | 68.23%-44.8pp | 372.94%-349.5pp |
| Employer contribution / active EE | $3,133 | $5,243-40.2% | $4,856-35.5% | $4,751-34.0% |
| Participant deferral / active EE | $6,343 | $8,100-21.7% | $7,758-18.2% | $6,710-5.5% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |