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 | $34,307 | $159,602-78.5% | $150,045-77.1% | $142,382-75.9% |
| Participation rate | 78.9% | 84.0%-5.0pp | 82.3%-3.4pp | 80.1%-1.2pp |
| Annual return | 30.01% | 70.24%-40.2pp | 62.55%-32.5pp | 217.08%-187.1pp |
| Employer contribution / active EE | $3,284 | $4,961-33.8% | $4,693-30.0% | $4,299-23.6% |
| Participant deferral / active EE | $7,295 | $8,310-12.2% | $7,997-8.8% | $6,507+12.1% |
| Admin fee / account holder | $50 | $14,846-99.7% | $13,435-99.6% | $12,624-99.6% |