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 | $19,177 | $148,534-87.1% | $135,903-85.9% | $139,434-86.2% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 41.91% | 79.19%-37.3pp | 68.23%-26.3pp | 372.94%-331.0pp |
| Employer contribution / active EE | $5,708 | $5,243+8.9% | $4,856+17.6% | $4,751+20.2% |
| Participant deferral / active EE | $7,761 | $8,100-4.2% | $7,7580% | $6,710+15.7% |
| Admin fee / account holder | $76 | $12,400-99.4% | $10,762-99.3% | $11,403-99.3% |