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 | $34,272 | $77,503-55.8% | $100,391-65.9% | $80,856-57.6% |
| Participation rate | 93.5% | 76.9%+16.6pp | 81.5%+12.0pp | 67.6%+25.9pp |
| Annual return | 48.94% | 37.20%+11.7pp | 49.20%-0.3pp | 35.59%+13.3pp |
| Employer contribution / active EE | $849 | $2,801-69.7% | $3,942-78.5% | $2,755-69.2% |
| Participant deferral / active EE | $2,942 | $6,820-56.9% | $8,082-63.6% | $4,296-31.5% |
| Admin fee / account holder | $228 | $5,897-96.1% | $7,899-97.1% | $6,918-96.7% |