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 | $37,191 | $159,602-76.7% | $150,045-75.2% | $142,382-73.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 42.43% | 70.24%-27.8pp | 62.55%-20.1pp | 217.08%-174.6pp |
| Employer contribution / active EE | $5,748 | $4,961+15.9% | $4,693+22.5% | $4,299+33.7% |
| Participant deferral / active EE | $8,241 | $8,310-0.8% | $7,997+3.1% | $6,507+26.6% |
| Admin fee / account holder | $80 | $14,846-99.5% | $13,435-99.4% | $12,624-99.4% |