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 | $29,503 | $159,901-81.5% | $146,958-79.9% | $145,922-79.8% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 24.77% | 98.13%-73.4pp | 418.34%-393.6pp | 561.29%-536.5pp |
| Employer contribution / active EE | $3,649 | $5,286-31.0% | $4,933-26.0% | $4,660-21.7% |
| Participant deferral / active EE | $5,102 | $8,428-39.5% | $8,070-36.8% | $6,688-23.7% |
| Admin fee / account holder | $13 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |