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 | $59,937 | $201,272-70.2% | $184,203-67.5% | $145,922-58.9% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 18.61% | 29.00%-10.4pp | 28.81%-10.2pp | 561.29%-542.7pp |
| Employer contribution / active EE | $2,702 | $7,022-61.5% | $6,427-58.0% | $4,660-42.0% |
| Participant deferral / active EE | $11,795 | $9,806+20.3% | $9,131+29.2% | $6,688+76.4% |
| Admin fee / account holder | $282 | $16,364-98.3% | $13,901-98.0% | $13,397-97.9% |