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 6-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 | $37,960 | $148,534-74.4% | $135,903-72.1% | $139,434-72.8% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 27.72% | 79.19%-51.5pp | 68.23%-40.5pp | 372.94%-345.2pp |
| Employer contribution / active EE | $4,970 | $5,243-5.2% | $4,856+2.3% | $4,751+4.6% |
| Participant deferral / active EE | $8,301 | $8,100+2.5% | $7,758+7.0% | $6,710+23.7% |
| Admin fee / account holder | $22 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |