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 | $37,473 | $148,534-74.8% | $135,903-72.4% | $139,434-73.1% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 22.49% | 79.19%-56.7pp | 68.23%-45.7pp | 372.94%-350.5pp |
| Employer contribution / active EE | $4,995 | $5,243-4.7% | $4,856+2.9% | $4,751+5.1% |
| Participant deferral / active EE | $7,206 | $8,100-11.0% | $7,758-7.1% | $6,710+7.4% |
| Admin fee / account holder | $189 | $12,400-98.5% | $10,762-98.2% | $11,403-98.3% |