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 8-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 | $21,688 | $111,301-80.5% | $112,977-80.8% | $158,922-86.4% |
| Participation rate | 76.9% | 83.5%-6.6pp | 82.6%-5.6pp | 82.0%-5.0pp |
| Annual return | 22.87% | 26.40%-3.5pp | 24.24%-1.4pp | 302.83%-280.0pp |
| Employer contribution / active EE | $1,843 | $4,471-58.8% | $4,255-56.7% | $4,761-61.3% |
| Participant deferral / active EE | $2,998 | $5,880-49.0% | $5,836-48.6% | $5,982-49.9% |
| Admin fee / account holder | $20 | $8,392-99.8% | $6,294-99.7% | $11,246-99.8% |