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 | $34,672 | $185,822-81.3% | $169,993-79.6% | $139,434-75.1% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 34.92% | 60.50%-25.6pp | 53.37%-18.5pp | 372.94%-338.0pp |
| Employer contribution / active EE | $3,732 | $7,590-50.8% | $6,785-45.0% | $4,751-21.4% |
| Participant deferral / active EE | $9,011 | $11,622-22.5% | $10,408-13.4% | $6,710+34.3% |
| Admin fee / account holder | $152 | $15,381-99.0% | $12,815-98.8% | $11,403-98.7% |