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 | $22,365 | $159,934-86.0% | $147,005-84.8% | $145,959-84.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 11.22% | 98.24%-87.0pp | 418.76%-407.5pp | 561.95%-550.7pp |
| Employer contribution / active EE | $2,332 | $5,287-55.9% | $4,934-52.7% | $4,661-50.0% |
| Participant deferral / active EE | $6,740 | $8,427-20.0% | $8,070-16.5% | $6,689+0.8% |
| Admin fee / account holder | $16 | $15,053-99.9% | $13,006-99.9% | $13,398-99.9% |