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 6-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 | $40,396 | $175,202-76.9% | $149,673-73.0% | $139,434-71.0% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 23.52% | 166.71%-143.2pp | 134.42%-110.9pp | 372.94%-349.4pp |
| Employer contribution / active EE | $2,367 | $5,474-56.8% | $4,818-50.9% | $4,751-50.2% |
| Participant deferral / active EE | $7,348 | $6,519+12.7% | $5,680+29.4% | $6,710+9.5% |
| Admin fee / account holder | $20 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |