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 | $46,522 | $159,901-70.9% | $146,958-68.3% | $145,922-68.1% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 10.56% | 98.13%-87.6pp | 418.34%-407.8pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,294 | $5,286-75.5% | $4,933-73.8% | $4,660-72.2% |
| Participant deferral / active EE | $6,394 | $8,428-24.1% | $8,070-20.8% | $6,688-4.4% |
| Admin fee / account holder | $194 | $15,044-98.7% | $12,998-98.5% | $13,397-98.6% |