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 | $55,097 | $98,750-44.2% | $149,696-63.2% | $79,858-31.0% |
| Participation rate | 79.3% | 75.8%+3.5pp | 82.5%-3.2pp | 69.6%+9.7pp |
| Annual return | 26.02% | 27.43%-1.4pp | 276.60%-250.6pp | 31.71%-5.7pp |
| Employer contribution / active EE | $2,719 | $3,216-15.5% | $4,644-41.5% | $2,471+10.0% |
| Participant deferral / active EE | $5,102 | $5,680-10.2% | $6,842-25.4% | $3,740+36.4% |
| Admin fee / account holder | $85 | $6,053-98.6% | $9,309-99.1% | $5,306-98.4% |