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 | $34,783 | $159,602-78.2% | $150,045-76.8% | $142,382-75.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 39.27% | 70.24%-31.0pp | 62.55%-23.3pp | 217.08%-177.8pp |
| Employer contribution / active EE | $4,388 | $4,961-11.5% | $4,693-6.5% | $4,299+2.1% |
| Participant deferral / active EE | $4,673 | $8,310-43.8% | $7,997-41.6% | $6,507-28.2% |
| Admin fee / account holder | $46 | $14,846-99.7% | $13,435-99.7% | $12,624-99.6% |