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 | $27,237 | $159,901-83.0% | $146,958-81.5% | $145,922-81.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 29.77% | 98.13%-68.4pp | 418.34%-388.6pp | 561.29%-531.5pp |
| Employer contribution / active EE | $4,082 | $5,286-22.8% | $4,933-17.3% | $4,660-12.4% |
| Participant deferral / active EE | $12,945 | $8,428+53.6% | $8,070+60.4% | $6,688+93.6% |
| Admin fee / account holder | $12 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |