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 | $21,216 | $210,648-89.9% | $177,989-88.1% | $145,922-85.5% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 27.07% | 385.86%-358.8pp | 294.48%-267.4pp | 561.29%-534.2pp |
| Employer contribution / active EE | $1,274 | $4,565-72.1% | $3,949-67.7% | $4,660-72.7% |
| Participant deferral / active EE | $4,406 | $6,958-36.7% | $6,276-29.8% | $6,688-34.1% |
| Admin fee / account holder | $127 | $12,013-98.9% | $10,363-98.8% | $13,397-99.1% |