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 3-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 | $36,805 | $214,378-82.8% | $200,582-81.7% | $142,382-74.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 22.58% | 46.41%-23.8pp | 42.33%-19.8pp | 217.08%-194.5pp |
| Employer contribution / active EE | $3,217 | $6,841-53.0% | $6,419-49.9% | $4,299-25.2% |
| Participant deferral / active EE | $10,163 | $9,865+3.0% | $9,331+8.9% | $6,507+56.2% |
| Admin fee / account holder | $39 | $17,692-99.8% | $16,305-99.8% | $12,624-99.7% |