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 5-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 | $24,752 | $175,202-85.9% | $149,673-83.5% | $139,434-82.2% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 44.88% | 166.71%-121.8pp | 134.42%-89.5pp | 372.94%-328.1pp |
| Employer contribution / active EE | $4,286 | $5,474-21.7% | $4,818-11.0% | $4,751-9.8% |
| Participant deferral / active EE | $7,416 | $6,519+13.8% | $5,680+30.6% | $6,710+10.5% |
| Admin fee / account holder | $146 | $16,150-99.1% | $13,210-98.9% | $11,403-98.7% |