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 | $21,181 | $202,432-89.5% | $169,368-87.5% | $139,434-84.8% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 26.45% | 531.74%-505.3pp | 405.60%-379.1pp | 372.94%-346.5pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $7,635 | $6,938+10.1% | $6,221+22.7% | $6,710+13.8% |
| Admin fee / account holder | $45 | $10,708-99.6% | $9,003-99.5% | $11,403-99.6% |