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 | $37,261 | $214,378-82.6% | $200,582-81.4% | $142,382-73.8% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 28.55% | 46.41%-17.9pp | 42.33%-13.8pp | 217.08%-188.5pp |
| Employer contribution / active EE | $1,895 | $6,841-72.3% | $6,419-70.5% | $4,299-55.9% |
| Participant deferral / active EE | $6,765 | $9,865-31.4% | $9,331-27.5% | $6,507+4.0% |
| Admin fee / account holder | $208 | $17,692-98.8% | $16,305-98.7% | $12,624-98.4% |