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 | $30,892 | $159,901-80.7% | $146,958-79.0% | $145,922-78.8% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 18.49% | 98.13%-79.6pp | 418.34%-399.8pp | 561.29%-542.8pp |
| Employer contribution / active EE | $4,878 | $5,286-7.7% | $4,933-1.1% | $4,660+4.7% |
| Participant deferral / active EE | $8,387 | $8,428-0.5% | $8,070+3.9% | $6,688+25.4% |
| Admin fee / account holder | $23 | $15,044-99.9% | $12,998-99.8% | $13,397-99.8% |