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 | $38,217 | $214,378-82.2% | $200,582-80.9% | $142,382-73.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.04% | 46.41%-26.4pp | 42.33%-22.3pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,486 | $6,841-63.7% | $6,419-61.3% | $4,299-42.2% |
| Participant deferral / active EE | $3,730 | $9,865-62.2% | $9,331-60.0% | $6,507-42.7% |
| Admin fee / account holder | $112 | $17,692-99.4% | $16,305-99.3% | $12,624-99.1% |