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 | $38,682 | $214,378-82.0% | $200,582-80.7% | $142,382-72.8% |
| Participation rate | 94.4% | 87.4%+7.0pp | 86.9%+7.6pp | 80.1%+14.3pp |
| Annual return | 24.11% | 46.41%-22.3pp | 42.33%-18.2pp | 217.08%-193.0pp |
| Employer contribution / active EE | $3,785 | $6,841-44.7% | $6,419-41.0% | $4,299-12.0% |
| Participant deferral / active EE | $8,428 | $9,865-14.6% | $9,331-9.7% | $6,507+29.5% |
| Admin fee / account holder | $55 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |