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 | $30,014 | $105,126-71.4% | $94,646-68.3% | $139,434-78.5% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 32.34% | 38.03%-5.7pp | 156.71%-124.4pp | 372.94%-340.6pp |
| Employer contribution / active EE | $5,359 | $4,106+30.5% | $3,672+45.9% | $4,751+12.8% |
| Participant deferral / active EE | $6,834 | $7,599-10.1% | $7,418-7.9% | $6,710+1.8% |
| Admin fee / account holder | $202 | $8,984-97.8% | $7,231-97.2% | $11,403-98.2% |