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 | $23,043 | $175,202-86.8% | $149,673-84.6% | $139,434-83.5% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 22.41% | 166.71%-144.3pp | 134.42%-112.0pp | 372.94%-350.5pp |
| Employer contribution / active EE | $2,970 | $5,474-45.7% | $4,818-38.4% | $4,751-37.5% |
| Participant deferral / active EE | $8,057 | $6,519+23.6% | $5,680+41.8% | $6,710+20.1% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |