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 | $29,562 | $149,040-80.2% | $120,225-75.4% | $137,256-78.5% |
| Participation rate | 75.0% | 75.4%-0.4pp | 69.6%+5.4pp | 80.0%-5.0pp |
| Annual return | 14.77% | 605.68%-590.9pp | 439.23%-424.5pp | 220.34%-205.6pp |
| Employer contribution / active EE | $2,006 | $4,350-53.9% | $3,475-42.3% | $4,156-51.7% |
| Participant deferral / active EE | $4,789 | $4,655+2.9% | $3,999+19.8% | $6,407-25.2% |
| Admin fee / account holder | $70 | $6,348-98.9% | $5,696-98.8% | $12,270-99.4% |