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 | $159,602-75.9% | $150,045-74.4% | $142,382-73.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 28.42% | 70.24%-41.8pp | 62.55%-34.1pp | 217.08%-188.7pp |
| Employer contribution / active EE | $8,172 | $4,961+64.7% | $4,693+74.1% | $4,299+90.1% |
| Participant deferral / active EE | $9,019 | $8,310+8.5% | $7,997+12.8% | $6,507+38.6% |
| Admin fee / account holder | $25 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |