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 | $23,496 | $159,602-85.3% | $150,045-84.3% | $142,382-83.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 24.80% | 70.24%-45.4pp | 62.55%-37.7pp | 217.08%-192.3pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $7,577 | $8,310-8.8% | $7,997-5.3% | $6,507+16.4% |
| Admin fee / account holder | $100 | $14,846-99.3% | $13,435-99.3% | $12,624-99.2% |