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 4-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 | $36,849 | $124,425-70.4% | $112,040-67.1% | $137,256-73.2% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.5%+11.0pp | 80.0%+7.5pp |
| Annual return | 20.95% | 24.72%-3.8pp | 24.52%-3.6pp | 220.34%-199.4pp |
| Employer contribution / active EE | $3,251 | $3,411-4.7% | $2,954+10.1% | $4,156-21.8% |
| Participant deferral / active EE | $5,855 | $5,718+2.4% | $5,098+14.9% | $6,407-8.6% |
| Admin fee / account holder | $138 | $15,207-99.1% | $12,098-98.9% | $12,270-98.9% |