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 | $33,252 | $185,822-82.1% | $169,993-80.4% | $139,434-76.2% |
| Participation rate | 93.8% | 87.8%+6.0pp | 87.0%+6.8pp | 80.3%+13.4pp |
| Annual return | 33.71% | 60.50%-26.8pp | 53.37%-19.7pp | 372.94%-339.2pp |
| Employer contribution / active EE | $4,777 | $7,590-37.1% | $6,785-29.6% | $4,751+0.5% |
| Participant deferral / active EE | $11,375 | $11,622-2.1% | $10,408+9.3% | $6,710+69.5% |
| Admin fee / account holder | $76 | $15,381-99.5% | $12,815-99.4% | $11,403-99.3% |