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 6-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 | $37,443 | $112,881-66.8% | $90,951-58.8% | $158,922-76.4% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 23.66% | 215.79%-192.1pp | 134.60%-110.9pp | 302.83%-279.2pp |
| Employer contribution / active EE | $2,736 | $2,893-5.4% | $2,122+28.9% | $4,761-42.5% |
| Participant deferral / active EE | $5,750 | $4,128+39.3% | $3,373+70.5% | $5,982-3.9% |
| Admin fee / account holder | $52 | $8,041-99.4% | $5,959-99.1% | $11,246-99.5% |