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 | $35,089 | $159,602-78.0% | $150,045-76.6% | $142,382-75.4% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 19.82% | 70.24%-50.4pp | 62.55%-42.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,274 | $4,961-54.2% | $4,693-51.5% | $4,299-47.1% |
| Participant deferral / active EE | $3,783 | $8,310-54.5% | $7,997-52.7% | $6,507-41.9% |
| Admin fee / account holder | $235 | $14,846-98.4% | $13,435-98.3% | $12,624-98.1% |