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 | $20,478 | $148,534-86.2% | $135,903-84.9% | $139,434-85.3% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 46.36% | 79.19%-32.8pp | 68.23%-21.9pp | 372.94%-326.6pp |
| Employer contribution / active EE | $1,933 | $5,243-63.1% | $4,856-60.2% | $4,751-59.3% |
| Participant deferral / active EE | $7,550 | $8,100-6.8% | $7,758-2.7% | $6,710+12.5% |
| Admin fee / account holder | $18 | $12,400-99.9% | $10,762-99.8% | $11,403-99.8% |