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 | $33,271 | $117,983-71.8% | $101,794-67.3% | $142,382-76.6% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 22.95% | 36.92%-14.0pp | 30.53%-7.6pp | 217.08%-194.1pp |
| Employer contribution / active EE | $2,339 | $2,773-15.6% | $2,289+2.2% | $4,299-45.6% |
| Participant deferral / active EE | $6,745 | $4,714+43.1% | $4,084+65.1% | $6,507+3.6% |
| Admin fee / account holder | $170 | $10,433-98.4% | $8,777-98.1% | $12,624-98.7% |