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 | $38,422 | $154,228-75.1% | $145,433-73.6% | $137,256-72.0% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 28.42% | 74.59%-46.2pp | 66.58%-38.2pp | 220.34%-191.9pp |
| Employer contribution / active EE | $8,172 | $4,804+70.1% | $4,554+79.4% | $4,156+96.6% |
| Participant deferral / active EE | $9,019 | $8,216+9.8% | $7,897+14.2% | $6,407+40.8% |
| Admin fee / account holder | $25 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |