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 5-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 | $23,662 | $148,534-84.1% | $135,903-82.6% | $139,434-83.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 27.23% | 79.19%-52.0pp | 68.23%-41.0pp | 372.94%-345.7pp |
| Employer contribution / active EE | $1,289 | $5,243-75.4% | $4,856-73.5% | $4,751-72.9% |
| Participant deferral / active EE | $7,316 | $8,100-9.7% | $7,758-5.7% | $6,710+9.0% |
| Admin fee / account holder | $246 | $12,400-98.0% | $10,762-97.7% | $11,403-97.8% |