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 | $21,349 | $175,202-87.8% | $149,673-85.7% | $139,434-84.7% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 27.37% | 166.71%-139.3pp | 134.42%-107.0pp | 372.94%-345.6pp |
| Employer contribution / active EE | $4,642 | $5,474-15.2% | $4,818-3.6% | $4,751-2.3% |
| Participant deferral / active EE | $4,950 | $6,519-24.1% | $5,680-12.8% | $6,710-26.2% |
| Admin fee / account holder | $26 | $16,150-99.8% | $13,210-99.8% | $11,403-99.8% |