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 3-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 | $21,742 | $172,111-87.4% | $150,298-85.5% | $137,256-84.2% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 11.99% | 69.37%-57.4pp | 62.79%-50.8pp | 220.34%-208.4pp |
| Employer contribution / active EE | $10,000 | $4,636+115.7% | $4,154+140.7% | $4,156+140.6% |
| Participant deferral / active EE | $6,515 | $6,166+5.7% | $5,453+19.5% | $6,407+1.7% |
| Admin fee / account holder | $98 | $16,471-99.4% | $14,116-99.3% | $12,270-99.2% |