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 | $56,527 | $69,207-18.3% | $64,056-11.8% | $139,434-59.5% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 11.31% | 45.88%-34.6pp | 33.69%-22.4pp | 372.94%-361.6pp |
| Employer contribution / active EE | $3,143 | $3,182-1.2% | $2,747+14.4% | $4,751-33.8% |
| Participant deferral / active EE | $2,555 | $4,682-45.4% | $3,880-34.2% | $6,710-61.9% |
| Admin fee / account holder | $205 | $4,244-95.2% | $3,068-93.3% | $11,403-98.2% |