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 | $55,064 | $214,378-74.3% | $200,582-72.5% | $142,382-61.3% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 20.63% | 46.41%-25.8pp | 42.33%-21.7pp | 217.08%-196.4pp |
| Employer contribution / active EE | $4,375 | $6,841-36.1% | $6,419-31.8% | $4,299+1.8% |
| Participant deferral / active EE | $4,375 | $9,865-55.7% | $9,331-53.1% | $6,507-32.8% |
| Admin fee / account holder | $119 | $17,692-99.3% | $16,305-99.3% | $12,624-99.1% |