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 | $23,278 | $159,934-85.4% | $147,005-84.2% | $145,959-84.1% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 14.13% | 98.24%-84.1pp | 418.76%-404.6pp | 561.95%-547.8pp |
| Employer contribution / active EE | $1,391 | $5,287-73.7% | $4,934-71.8% | $4,661-70.2% |
| Participant deferral / active EE | $2,589 | $8,427-69.3% | $8,070-67.9% | $6,689-61.3% |
| Admin fee / account holder | $18 | $15,053-99.9% | $13,006-99.9% | $13,398-99.9% |