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 | $26,406 | $148,534-82.2% | $135,903-80.6% | $139,434-81.1% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 20.75% | 79.19%-58.4pp | 68.23%-47.5pp | 372.94%-352.2pp |
| Employer contribution / active EE | $2,885 | $5,243-45.0% | $4,856-40.6% | $4,751-39.3% |
| Participant deferral / active EE | $3,651 | $8,100-54.9% | $7,758-52.9% | $6,710-45.6% |
| Admin fee / account holder | $74 | $12,400-99.4% | $10,762-99.3% | $11,403-99.4% |