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 7-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 | $33,935 | $177,572-80.9% | $154,803-78.1% | $142,382-76.2% |
| Participation rate | 93.3% | 82.1%+11.3pp | 78.1%+15.3pp | 80.1%+13.2pp |
| Annual return | 19.45% | 65.07%-45.6pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,160 | $4,810-55.1% | $4,305-49.8% | $4,299-49.8% |
| Participant deferral / active EE | $5,781 | $6,272-7.8% | $5,540+4.3% | $6,507-11.2% |
| Admin fee / account holder | $121 | $16,786-99.3% | $14,329-99.2% | $12,624-99.0% |