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 4-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 | $37,395 | $185,822-79.9% | $169,993-78.0% | $139,434-73.2% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 28.73% | 60.50%-31.8pp | 53.37%-24.6pp | 372.94%-344.2pp |
| Employer contribution / active EE | $1,584 | $7,590-79.1% | $6,785-76.7% | $4,751-66.7% |
| Participant deferral / active EE | $12,052 | $11,622+3.7% | $10,408+15.8% | $6,710+79.6% |
| Admin fee / account holder | $20 | $15,381-99.9% | $12,815-99.8% | $11,403-99.8% |