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 4-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 | $38,938 | $106,515-63.4% | $96,683-59.7% | $139,434-72.1% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 34.15% | 38.43%-4.3pp | 35.69%-1.5pp | 372.94%-338.8pp |
| Employer contribution / active EE | $5,595 | $4,103+36.4% | $3,737+49.7% | $4,751+17.8% |
| Participant deferral / active EE | $12,350 | $5,454+126.5% | $4,878+153.2% | $6,710+84.1% |
| Admin fee / account holder | $6 | $7,877-99.9% | $6,730-99.9% | $11,403-100.0% |