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 | $27,797 | $148,534-81.3% | $135,903-79.5% | $139,434-80.1% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 27.17% | 79.19%-52.0pp | 68.23%-41.1pp | 372.94%-345.8pp |
| Employer contribution / active EE | $2,450 | $5,243-53.3% | $4,856-49.5% | $4,751-48.4% |
| Participant deferral / active EE | $4,498 | $8,100-44.5% | $7,758-42.0% | $6,710-33.0% |
| Admin fee / account holder | $18 | $12,400-99.9% | $10,762-99.8% | $11,403-99.8% |