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 7-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 | $25,093 | $115,770-78.3% | $101,248-75.2% | $158,922-84.2% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+9.0pp |
| Annual return | 26.46% | 56.14%-29.7pp | 46.47%-20.0pp | 302.83%-276.4pp |
| Employer contribution / active EE | $2,689 | $4,175-35.6% | $3,660-26.5% | $4,761-43.5% |
| Participant deferral / active EE | $5,452 | $4,957+10.0% | $4,370+24.8% | $5,982-8.9% |
| Admin fee / account holder | $142 | $7,245-98.0% | $5,945-97.6% | $11,246-98.7% |