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 6-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 | $30,409 | $105,126-71.1% | $94,646-67.9% | $139,434-78.2% |
| Participation rate | 77.8% | 82.4%-4.6pp | 80.8%-3.1pp | 80.3%-2.5pp |
| Annual return | 28.34% | 38.03%-9.7pp | 156.71%-128.4pp | 372.94%-344.6pp |
| Employer contribution / active EE | $5,037 | $4,106+22.7% | $3,672+37.2% | $4,751+6.0% |
| Participant deferral / active EE | $6,465 | $7,599-14.9% | $7,418-12.8% | $6,710-3.6% |
| Admin fee / account holder | $44 | $8,984-99.5% | $7,231-99.4% | $11,403-99.6% |