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 | $35,396 | $159,602-77.8% | $150,045-76.4% | $142,382-75.1% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 24.04% | 70.24%-46.2pp | 62.55%-38.5pp | 217.08%-193.0pp |
| Employer contribution / active EE | $2,241 | $4,961-54.8% | $4,693-52.3% | $4,299-47.9% |
| Participant deferral / active EE | $8,178 | $8,310-1.6% | $7,997+2.3% | $6,507+25.7% |
| Admin fee / account holder | $43 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |