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 | $22,177 | $159,901-86.1% | $146,958-84.9% | $145,922-84.8% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.2%-3.6pp | 80.3%-1.7pp |
| Annual return | 13.67% | 98.13%-84.5pp | 418.34%-404.7pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,288 | $5,286-56.7% | $4,933-53.6% | $4,660-50.9% |
| Participant deferral / active EE | $6,098 | $8,428-27.6% | $8,070-24.4% | $6,688-8.8% |
| Admin fee / account holder | $207 | $15,044-98.6% | $12,998-98.4% | $13,397-98.5% |