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 | $30,586 | $105,126-70.9% | $94,646-67.7% | $139,434-78.1% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 27.36% | 38.03%-10.7pp | 156.71%-129.3pp | 372.94%-345.6pp |
| Employer contribution / active EE | $1,647 | $4,106-59.9% | $3,672-55.1% | $4,751-65.3% |
| Participant deferral / active EE | $9,393 | $7,599+23.6% | $7,418+26.6% | $6,710+40.0% |
| Admin fee / account holder | $163 | $8,984-98.2% | $7,231-97.8% | $11,403-98.6% |