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 8-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 | $29,852 | $115,882-74.2% | $100,516-70.3% | $158,922-81.2% |
| Participation rate | 85.7% | 81.6%+4.1pp | 79.4%+6.3pp | 82.0%+3.8pp |
| Annual return | 19.10% | 34.79%-15.7pp | 30.89%-11.8pp | 302.83%-283.7pp |
| Employer contribution / active EE | $7,598 | $4,103+85.2% | $3,418+122.3% | $4,761+59.6% |
| Participant deferral / active EE | $3,921 | $6,674-41.2% | $6,270-37.5% | $5,982-34.4% |
| Admin fee / account holder | $226 | $10,995-97.9% | $8,081-97.2% | $11,246-98.0% |