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 | $32,776 | $159,901-79.5% | $146,958-77.7% | $145,922-77.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 12.35% | 98.13%-85.8pp | 418.34%-406.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,234 | $5,286-76.6% | $4,933-75.0% | $4,660-73.5% |
| Participant deferral / active EE | $12,260 | $8,428+45.5% | $8,070+51.9% | $6,688+83.3% |
| Admin fee / account holder | $89 | $15,044-99.4% | $12,998-99.3% | $13,397-99.3% |