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 | $32,643 | $165,984-80.3% | $164,813-80.2% | $145,922-77.6% |
| Participation rate | 73.7% | 82.0%-8.3pp | 78.6%-4.9pp | 80.3%-6.6pp |
| Annual return | 14.56% | 100.03%-85.5pp | 69.93%-55.4pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,130 | $5,273-78.6% | $4,341-74.0% | $4,660-75.8% |
| Participant deferral / active EE | $4,789 | $6,959-31.2% | $6,031-20.6% | $6,688-28.4% |
| Admin fee / account holder | $180 | $16,648-98.9% | $12,690-98.6% | $13,397-98.7% |