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 6-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 | $18,989 | $148,534-87.2% | $135,903-86.0% | $139,434-86.4% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 23.43% | 79.19%-55.8pp | 68.23%-44.8pp | 372.94%-349.5pp |
| Employer contribution / active EE | $1,988 | $5,243-62.1% | $4,856-59.1% | $4,751-58.2% |
| Participant deferral / active EE | $2,649 | $8,100-67.3% | $7,758-65.9% | $6,710-60.5% |
| Admin fee / account holder | $73 | $12,400-99.4% | $10,762-99.3% | $11,403-99.4% |