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 4-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 | $17,014 | $148,534-88.5% | $135,903-87.5% | $139,434-87.8% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 34.05% | 79.19%-45.1pp | 68.23%-34.2pp | 372.94%-338.9pp |
| Employer contribution / active EE | $1,993 | $5,243-62.0% | $4,856-59.0% | $4,751-58.1% |
| Participant deferral / active EE | $3,818 | $8,100-52.9% | $7,758-50.8% | $6,710-43.1% |
| Admin fee / account holder | $18 | $12,400-99.9% | $10,762-99.8% | $11,403-99.8% |