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 | $38,544 | $106,515-63.8% | $96,683-60.1% | $139,434-72.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.08% | 38.43%-20.3pp | 35.69%-17.6pp | 372.94%-354.9pp |
| Employer contribution / active EE | $2,548 | $4,103-37.9% | $3,737-31.8% | $4,751-46.4% |
| Participant deferral / active EE | $8,280 | $5,454+51.8% | $4,878+69.7% | $6,710+23.4% |
| Admin fee / account holder | $256 | $7,877-96.7% | $6,730-96.2% | $11,403-97.8% |