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 | $33,644 | $159,602-78.9% | $150,045-77.6% | $142,382-76.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 18.24% | 70.24%-52.0pp | 62.55%-44.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,539 | $4,961-69.0% | $4,693-67.2% | $4,299-64.2% |
| Participant deferral / active EE | $3,022 | $8,310-63.6% | $7,997-62.2% | $6,507-53.6% |
| Admin fee / account holder | $262 | $14,846-98.2% | $13,435-98.1% | $12,624-97.9% |