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 | $29,081 | $148,534-80.4% | $135,903-78.6% | $139,434-79.1% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 23.26% | 79.19%-55.9pp | 68.23%-45.0pp | 372.94%-349.7pp |
| Employer contribution / active EE | $5,983 | $5,243+14.1% | $4,856+23.2% | $4,751+25.9% |
| Participant deferral / active EE | $8,323 | $8,100+2.7% | $7,758+7.3% | $6,710+24.0% |
| Admin fee / account holder | $19 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |