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 9-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 | $54,771 | $177,572-69.2% | $154,803-64.6% | $142,382-61.5% |
| Participation rate | 95.7% | 82.1%+13.6pp | 78.1%+17.6pp | 80.1%+15.5pp |
| Annual return | 19.29% | 65.07%-45.8pp | 58.88%-39.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,589 | $4,810-46.2% | $4,305-39.9% | $4,299-39.8% |
| Participant deferral / active EE | $4,239 | $6,272-32.4% | $5,540-23.5% | $6,507-34.9% |
| Admin fee / account holder | $66 | $16,786-99.6% | $14,329-99.5% | $12,624-99.5% |