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 3-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 | $23,068 | $159,602-85.5% | $150,045-84.6% | $142,382-83.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 27.85% | 70.24%-42.4pp | 62.55%-34.7pp | 217.08%-189.2pp |
| Employer contribution / active EE | $1,869 | $4,961-62.3% | $4,693-60.2% | $4,299-56.5% |
| Participant deferral / active EE | $9,291 | $8,310+11.8% | $7,997+16.2% | $6,507+42.8% |
| Admin fee / account holder | $47 | $14,846-99.7% | $13,435-99.6% | $12,624-99.6% |