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 3-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 | $20,181 | $159,901-87.4% | $146,958-86.3% | $145,922-86.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 20.11% | 98.13%-78.0pp | 418.34%-398.2pp | 561.29%-541.2pp |
| Employer contribution / active EE | $6,891 | $5,286+30.4% | $4,933+39.7% | $4,660+47.9% |
| Participant deferral / active EE | $6,625 | $8,428-21.4% | $8,070-17.9% | $6,688-0.9% |
| Admin fee / account holder | $72 | $15,044-99.5% | $12,998-99.4% | $13,397-99.5% |