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 | $27,523 | $159,901-82.8% | $146,958-81.3% | $145,922-81.1% |
| Participation rate | 73.3% | 84.0%-10.7pp | 82.2%-8.8pp | 80.3%-6.9pp |
| Annual return | 27.83% | 98.13%-70.3pp | 418.34%-390.5pp | 561.29%-533.5pp |
| Employer contribution / active EE | $3,172 | $5,286-40.0% | $4,933-35.7% | $4,660-31.9% |
| Participant deferral / active EE | $10,641 | $8,428+26.2% | $8,070+31.9% | $6,688+59.1% |
| Admin fee / account holder | $105 | $15,044-99.3% | $12,998-99.2% | $13,397-99.2% |