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 | $24,373 | $111,535-78.1% | $105,223-76.8% | $137,256-82.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 32.52% | 237.85%-205.3pp | 180.65%-148.1pp | 220.34%-187.8pp |
| Employer contribution / active EE | $2,677 | $3,939-32.0% | $3,689-27.4% | $4,156-35.6% |
| Participant deferral / active EE | $3,387 | $5,500-38.4% | $5,072-33.2% | $6,407-47.1% |
| Admin fee / account holder | $24 | $9,721-99.8% | $8,859-99.7% | $12,270-99.8% |