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 5-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 | $28,181 | $159,901-82.4% | $146,958-80.8% | $145,922-80.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 12.86% | 98.13%-85.3pp | 418.34%-405.5pp | 561.29%-548.4pp |
| Employer contribution / active EE | $2,547 | $5,286-51.8% | $4,933-48.4% | $4,660-45.3% |
| Participant deferral / active EE | $3,189 | $8,428-62.2% | $8,070-60.5% | $6,688-52.3% |
| Admin fee / account holder | $126 | $15,044-99.2% | $12,998-99.0% | $13,397-99.1% |