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 | $74,888-48.6% | $71,209-46.0% | $142,382-73.0% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 139.57% | 345.14%-205.6pp | 282.51%-142.9pp | 217.08%-77.5pp |
| Employer contribution / active EE | $3,940 | $2,854+38.0% | $2,721+44.8% | $4,299-8.4% |
| Participant deferral / active EE | $6,734 | $4,454+51.2% | $4,175+61.3% | $6,507+3.5% |
| Admin fee / account holder | $212 | $5,568-96.2% | $5,349-96.0% | $12,624-98.3% |