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 | $34,922 | $214,378-83.7% | $200,582-82.6% | $142,382-75.5% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 19.72% | 46.41%-26.7pp | 42.33%-22.6pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,258 | $6,841-67.0% | $6,419-64.8% | $4,299-47.5% |
| Participant deferral / active EE | $6,942 | $9,865-29.6% | $9,331-25.6% | $6,507+6.7% |
| Admin fee / account holder | $201 | $17,692-98.9% | $16,305-98.8% | $12,624-98.4% |