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 | $38,603 | $104,907-63.2% | $84,611-54.4% | $152,861-74.7% |
| Participation rate | 87.5% | 74.8%+12.7pp | 68.2%+19.3pp | 82.4%+5.1pp |
| Annual return | 25.78% | 373.79%-348.0pp | 258.74%-233.0pp | 345.32%-319.5pp |
| Employer contribution / active EE | $5,336 | $3,302+61.6% | $2,652+101.2% | $4,762+12.0% |
| Participant deferral / active EE | $4,551 | $4,688-2.9% | $3,899+16.7% | $5,850-22.2% |
| Admin fee / account holder | $114 | $6,241-98.2% | $4,912-97.7% | $11,596-99.0% |