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 | $40,738 | $159,602-74.5% | $150,045-72.8% | $142,382-71.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 31.36% | 70.24%-38.9pp | 62.55%-31.2pp | 217.08%-185.7pp |
| Employer contribution / active EE | $5,876 | $4,961+18.5% | $4,693+25.2% | $4,299+36.7% |
| Participant deferral / active EE | $9,851 | $8,310+18.5% | $7,997+23.2% | $6,507+51.4% |
| Admin fee / account holder | $65 | $14,846-99.6% | $13,435-99.5% | $12,624-99.5% |