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 5-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 | $38,834 | $185,822-79.1% | $169,993-77.2% | $139,434-72.1% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 21.20% | 60.50%-39.3pp | 53.37%-32.2pp | 372.94%-351.7pp |
| Employer contribution / active EE | $4,999 | $7,590-34.1% | $6,785-26.3% | $4,751+5.2% |
| Participant deferral / active EE | $6,917 | $11,622-40.5% | $10,408-33.5% | $6,710+3.1% |
| Admin fee / account holder | $271 | $15,381-98.2% | $12,815-97.9% | $11,403-97.6% |