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 8-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 | $24,650 | $157,256-84.3% | $141,162-82.5% | $152,861-83.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 40.48% | 64.32%-23.8pp | 71.39%-30.9pp | 345.32%-304.8pp |
| Employer contribution / active EE | $5,953 | $5,261+13.2% | $4,735+25.7% | $4,762+25.0% |
| Participant deferral / active EE | $12,525 | $7,109+76.2% | $6,709+86.7% | $5,850+114.1% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |