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 6-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 | $38,485 | $72,071-46.6% | $68,368-43.7% | $137,256-72.0% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 139.57% | 353.14%-213.6pp | 292.57%-153.0pp | 220.34%-80.8pp |
| Employer contribution / active EE | $3,940 | $2,788+41.3% | $2,649+48.7% | $4,156-5.2% |
| Participant deferral / active EE | $6,734 | $4,410+52.7% | $4,123+63.3% | $6,407+5.1% |
| Admin fee / account holder | $212 | $5,336-96.0% | $5,150-95.9% | $12,270-98.3% |