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 | $28,491 | $159,901-82.2% | $146,958-80.6% | $145,922-80.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 37.80% | 98.13%-60.3pp | 418.34%-380.5pp | 561.29%-523.5pp |
| Employer contribution / active EE | $2,519 | $5,286-52.3% | $4,933-48.9% | $4,660-45.9% |
| Participant deferral / active EE | $7,343 | $8,428-12.9% | $8,070-9.0% | $6,688+9.8% |
| Admin fee / account holder | $178 | $15,044-98.8% | $12,998-98.6% | $13,397-98.7% |