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 | $24,716 | $175,202-85.9% | $149,673-83.5% | $139,434-82.3% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 27.06% | 166.71%-139.7pp | 134.42%-107.4pp | 372.94%-345.9pp |
| Employer contribution / active EE | $1,913 | $5,474-65.1% | $4,818-60.3% | $4,751-59.7% |
| Participant deferral / active EE | $6,705 | $6,519+2.9% | $5,680+18.0% | $6,710-0.1% |
| Admin fee / account holder | $69 | $16,150-99.6% | $13,210-99.5% | $11,403-99.4% |