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 | $43,509 | $185,822-76.6% | $169,993-74.4% | $139,434-68.8% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 27.39% | 60.50%-33.1pp | 53.37%-26.0pp | 372.94%-345.6pp |
| Employer contribution / active EE | $5,588 | $7,590-26.4% | $6,785-17.7% | $4,751+17.6% |
| Participant deferral / active EE | $7,833 | $11,622-32.6% | $10,408-24.7% | $6,710+16.7% |
| Admin fee / account holder | $280 | $15,381-98.2% | $12,815-97.8% | $11,403-97.5% |