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 | $18,716 | $159,901-88.3% | $146,958-87.3% | $145,922-87.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.79% | 98.13%-83.3pp | 418.34%-403.5pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,480 | $5,286-53.1% | $4,933-49.7% | $4,660-46.8% |
| Participant deferral / active EE | $2,858 | $8,428-66.1% | $8,070-64.6% | $6,688-57.3% |
| Admin fee / account holder | $12 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |