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 | $17,373 | $159,602-89.1% | $150,045-88.4% | $142,382-87.8% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 25.27% | 70.24%-45.0pp | 62.55%-37.3pp | 217.08%-191.8pp |
| Employer contribution / active EE | $1,955 | $4,961-60.6% | $4,693-58.3% | $4,299-54.5% |
| Participant deferral / active EE | $2,914 | $8,310-64.9% | $7,997-63.6% | $6,507-55.2% |
| Admin fee / account holder | $208 | $14,846-98.6% | $13,435-98.5% | $12,624-98.4% |