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 | $24,934 | $159,901-84.4% | $146,958-83.0% | $145,922-82.9% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 24.68% | 98.13%-73.5pp | 418.34%-393.7pp | 561.29%-536.6pp |
| Employer contribution / active EE | $3,206 | $5,286-39.3% | $4,933-35.0% | $4,660-31.2% |
| Participant deferral / active EE | $5,248 | $8,428-37.7% | $8,070-35.0% | $6,688-21.5% |
| Admin fee / account holder | $31 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |