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 | $24,771 | $179,726-86.2% | $156,263-84.1% | $142,382-82.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 21.23% | 77.86%-56.6pp | 59.47%-38.2pp | 217.08%-195.8pp |
| Employer contribution / active EE | $3,512 | $5,069-30.7% | $4,333-18.9% | $4,299-18.3% |
| Participant deferral / active EE | $4,380 | $6,956-37.0% | $6,158-28.9% | $6,507-32.7% |
| Admin fee / account holder | $146 | $17,272-99.2% | $14,255-99.0% | $12,624-98.8% |