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 7-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 | $37,901 | $148,534-74.5% | $135,903-72.1% | $139,434-72.8% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 19.28% | 79.19%-59.9pp | 68.23%-49.0pp | 372.94%-353.7pp |
| Employer contribution / active EE | $3,524 | $5,243-32.8% | $4,856-27.4% | $4,751-25.8% |
| Participant deferral / active EE | $7,342 | $8,100-9.4% | $7,758-5.4% | $6,710+9.4% |
| Admin fee / account holder | $23 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |