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 | $31,069 | $180,749-82.8% | $160,784-80.7% | $137,256-77.4% |
| Participation rate | 80.0% | 80.0%0pp | 77.0%+3.0pp | 80.0%0pp |
| Annual return | 32.39% | 2234.46%-2202.1pp | 1803.92%-1771.5pp | 220.34%-188.0pp |
| Employer contribution / active EE | $4,259 | $4,155+2.5% | $3,733+14.1% | $4,156+2.5% |
| Participant deferral / active EE | $8,121 | $6,844+18.7% | $6,293+29.1% | $6,407+26.8% |
| Admin fee / account holder | $16 | $10,397-99.8% | $9,717-99.8% | $12,270-99.9% |