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 | $22,280 | $159,602-86.0% | $150,045-85.2% | $142,382-84.4% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.3%+13.1pp | 80.1%+15.3pp |
| Annual return | 35.13% | 70.24%-35.1pp | 62.55%-27.4pp | 217.08%-181.9pp |
| Employer contribution / active EE | $5,227 | $4,961+5.4% | $4,693+11.4% | $4,299+21.6% |
| Participant deferral / active EE | $8,015 | $8,310-3.5% | $7,997+0.2% | $6,507+23.2% |
| Admin fee / account holder | $129 | $14,846-99.1% | $13,435-99.0% | $12,624-99.0% |