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 | $32,510 | $214,378-84.8% | $200,582-83.8% | $142,382-77.2% |
| Participation rate | 94.4% | 87.4%+7.0pp | 86.9%+7.6pp | 80.1%+14.3pp |
| Annual return | 21.01% | 46.41%-25.4pp | 42.33%-21.3pp | 217.08%-196.1pp |
| Employer contribution / active EE | $5,481 | $6,841-19.9% | $6,419-14.6% | $4,299+27.5% |
| Participant deferral / active EE | $5,805 | $9,865-41.2% | $9,331-37.8% | $6,507-10.8% |
| Admin fee / account holder | $42 | $17,692-99.8% | $16,305-99.7% | $12,624-99.7% |