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 | $39,920 | $117,841-66.1% | $102,423-61.0% | $145,922-72.6% |
| Participation rate | 93.8% | 78.6%+15.2pp | 76.5%+17.3pp | 80.3%+13.5pp |
| Annual return | 13.71% | 31.65%-17.9pp | 29.32%-15.6pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,788 | $3,615-22.9% | $3,023-7.8% | $4,660-40.2% |
| Participant deferral / active EE | $4,342 | $5,731-24.2% | $5,053-14.1% | $6,688-35.1% |
| Admin fee / account holder | $294 | $13,326-97.8% | $9,451-96.9% | $13,397-97.8% |