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 | $31,466 | $175,202-82.0% | $149,673-79.0% | $139,434-77.4% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 14.42% | 166.71%-152.3pp | 134.42%-120.0pp | 372.94%-358.5pp |
| Employer contribution / active EE | $1,525 | $5,474-72.1% | $4,818-68.3% | $4,751-67.9% |
| Participant deferral / active EE | $3,313 | $6,519-49.2% | $5,680-41.7% | $6,710-50.6% |
| Admin fee / account holder | $276 | $16,150-98.3% | $13,210-97.9% | $11,403-97.6% |