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 | $31,010 | $175,202-82.3% | $149,673-79.3% | $139,434-77.8% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 22.71% | 166.71%-144.0pp | 134.42%-111.7pp | 372.94%-350.2pp |
| Employer contribution / active EE | $2,311 | $5,474-57.8% | $4,818-52.0% | $4,751-51.4% |
| Participant deferral / active EE | $4,103 | $6,519-37.1% | $5,680-27.8% | $6,710-38.9% |
| Admin fee / account holder | $41 | $16,150-99.7% | $13,210-99.7% | $11,403-99.6% |