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 | $33,999 | $165,335-79.4% | $149,696-77.3% | $158,922-78.6% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 20.26% | 348.15%-327.9pp | 276.60%-256.3pp | 302.83%-282.6pp |
| Employer contribution / active EE | $15,315 | $5,103+200.1% | $4,644+229.8% | $4,761+221.7% |
| Participant deferral / active EE | $3,354 | $7,181-53.3% | $6,842-51.0% | $5,982-43.9% |
| Admin fee / account holder | $15 | $10,807-99.9% | $9,309-99.8% | $11,246-99.9% |