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 | $60,350 | $214,378-71.8% | $200,582-69.9% | $142,382-57.6% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.9%+2.0pp | 80.1%+8.8pp |
| Annual return | 17.65% | 46.41%-28.8pp | 42.33%-24.7pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,503 | $6,841-63.4% | $6,419-61.0% | $4,299-41.8% |
| Participant deferral / active EE | $3,805 | $9,865-61.4% | $9,331-59.2% | $6,507-41.5% |
| Admin fee / account holder | $70 | $17,692-99.6% | $16,305-99.6% | $12,624-99.4% |