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 | $37,771 | $159,602-76.3% | $150,045-74.8% | $142,382-73.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 21.26% | 70.24%-49.0pp | 62.55%-41.3pp | 217.08%-195.8pp |
| Employer contribution / active EE | $4,117 | $4,961-17.0% | $4,693-12.3% | $4,299-4.2% |
| Participant deferral / active EE | $7,939 | $8,310-4.5% | $7,997-0.7% | $6,507+22.0% |
| Admin fee / account holder | $67 | $14,846-99.5% | $13,435-99.5% | $12,624-99.5% |