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 9-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 | $27,772 | $157,256-82.3% | $141,162-80.3% | $152,861-81.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 30.41% | 64.32%-33.9pp | 71.39%-41.0pp | 345.32%-314.9pp |
| Employer contribution / active EE | $3,810 | $5,261-27.6% | $4,735-19.5% | $4,762-20.0% |
| Participant deferral / active EE | $12,891 | $7,109+81.3% | $6,709+92.1% | $5,850+120.4% |
| Admin fee / account holder | $82 | $12,120-99.3% | $10,261-99.2% | $11,596-99.3% |