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 | $34,177 | $172,111-80.1% | $150,298-77.3% | $137,256-75.1% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 19.58% | 69.37%-49.8pp | 62.79%-43.2pp | 220.34%-200.8pp |
| Employer contribution / active EE | $2,851 | $4,636-38.5% | $4,154-31.4% | $4,156-31.4% |
| Participant deferral / active EE | $3,347 | $6,166-45.7% | $5,453-38.6% | $6,407-47.8% |
| Admin fee / account holder | $39 | $16,471-99.8% | $14,116-99.7% | $12,270-99.7% |