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 | $30,166 | $152,587-80.2% | $125,175-75.9% | $152,861-80.3% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 26.31% | 54.84%-28.5pp | 43.79%-17.5pp | 345.32%-319.0pp |
| Employer contribution / active EE | $3,272 | $4,946-33.9% | $3,865-15.4% | $4,762-31.3% |
| Participant deferral / active EE | $6,186 | $5,868+5.4% | $4,937+25.3% | $5,850+5.7% |
| Admin fee / account holder | $34 | $13,434-99.8% | $9,702-99.7% | $11,596-99.7% |