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 | $20,332 | $175,202-88.4% | $149,673-86.4% | $139,434-85.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 127.15% | 166.71%-39.6pp | 134.42%-7.3pp | 372.94%-245.8pp |
| Employer contribution / active EE | $2,752 | $5,474-49.7% | $4,818-42.9% | $4,751-42.1% |
| Participant deferral / active EE | $10,184 | $6,519+56.2% | $5,680+79.3% | $6,710+51.8% |
| Admin fee / account holder | $50 | $16,150-99.7% | $13,210-99.6% | $11,403-99.6% |