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 9-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 | $29,947 | $157,256-81.0% | $141,162-78.8% | $152,861-80.4% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 31.25% | 64.32%-33.1pp | 71.39%-40.1pp | 345.32%-314.1pp |
| Employer contribution / active EE | $1,307 | $5,261-75.2% | $4,735-72.4% | $4,762-72.5% |
| Participant deferral / active EE | $7,584 | $7,109+6.7% | $6,709+13.0% | $5,850+29.6% |
| Admin fee / account holder | $64 | $12,120-99.5% | $10,261-99.4% | $11,596-99.5% |