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 | $26,825 | $185,822-85.6% | $169,993-84.2% | $139,434-80.8% |
| Participation rate | 95.8% | 87.8%+8.1pp | 87.0%+8.8pp | 80.3%+15.5pp |
| Annual return | 24.12% | 60.50%-36.4pp | 53.37%-29.3pp | 372.94%-348.8pp |
| Employer contribution / active EE | $2,321 | $7,590-69.4% | $6,785-65.8% | $4,751-51.1% |
| Participant deferral / active EE | $4,591 | $11,622-60.5% | $10,408-55.9% | $6,710-31.6% |
| Admin fee / account holder | $113 | $15,381-99.3% | $12,815-99.1% | $11,403-99.0% |