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 | $34,669 | $117,983-70.6% | $101,794-65.9% | $142,382-75.7% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 23.72% | 36.92%-13.2pp | 30.53%-6.8pp | 217.08%-193.4pp |
| Employer contribution / active EE | $1,068 | $2,773-61.5% | $2,289-53.3% | $4,299-75.1% |
| Participant deferral / active EE | $11,839 | $4,714+151.2% | $4,084+189.9% | $6,507+81.9% |
| Admin fee / account holder | $70 | $10,433-99.3% | $8,777-99.2% | $12,624-99.4% |