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 | $68,275 | $109,982-37.9% | $97,226-29.8% | $145,922-53.2% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 14.81% | 242.90%-228.1pp | 75.13%-60.3pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,839 | $3,084-7.9% | $2,729+4.0% | $4,660-39.1% |
| Participant deferral / active EE | $15,240 | $4,676+225.9% | $4,264+257.4% | $6,688+127.9% |
| Admin fee / account holder | $159 | $6,221-97.4% | $5,654-97.2% | $13,397-98.8% |