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 8-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 | $63,591 | $140,940-54.9% | $112,229-43.3% | $139,434-54.4% |
| Participation rate | 83.3% | 79.2%+4.1pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 31.33% | 32.71%-1.4pp | 30.20%+1.1pp | 372.94%-341.6pp |
| Employer contribution / active EE | $1,855 | $4,283-56.7% | $3,430-45.9% | $4,751-61.0% |
| Participant deferral / active EE | $8,171 | $5,874+39.1% | $4,798+70.3% | $6,710+21.8% |
| Admin fee / account holder | $58 | $9,954-99.4% | $7,748-99.3% | $11,403-99.5% |