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 | $37,887 | $105,181-64.0% | $159,436-76.2% | $85,850-55.9% |
| Participation rate | 75.9% | 75.8%+0.1pp | 82.8%-7.0pp | 69.3%+6.5pp |
| Annual return | 21.23% | 45.07%-23.8pp | 263.57%-242.3pp | 318.53%-297.3pp |
| Employer contribution / active EE | $2,347 | $3,318-29.3% | $4,829-51.4% | $2,565-8.5% |
| Participant deferral / active EE | $5,053 | $5,945-15.0% | $7,352-31.3% | $3,952+27.9% |
| Admin fee / account holder | $194 | $6,933-97.2% | $10,799-98.2% | $6,260-96.9% |