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 9-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 | $39,668 | $148,534-73.3% | $135,903-70.8% | $139,434-71.6% |
| Participation rate | 70.6% | 83.9%-13.3pp | 81.9%-11.3pp | 80.3%-9.7pp |
| Annual return | 19.96% | 79.19%-59.2pp | 68.23%-48.3pp | 372.94%-353.0pp |
| Employer contribution / active EE | $1,530 | $5,243-70.8% | $4,856-68.5% | $4,751-67.8% |
| Participant deferral / active EE | $6,012 | $8,100-25.8% | $7,758-22.5% | $6,710-10.4% |
| Admin fee / account holder | $81 | $12,400-99.3% | $10,762-99.2% | $11,403-99.3% |