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 | $34,660 | $105,126-67.0% | $94,646-63.4% | $139,434-75.1% |
| Participation rate | 85.7% | 82.4%+3.4pp | 80.8%+4.9pp | 80.3%+5.4pp |
| Annual return | 32.90% | 38.03%-5.1pp | 156.71%-123.8pp | 372.94%-340.0pp |
| Employer contribution / active EE | $3,391 | $4,106-17.4% | $3,672-7.6% | $4,751-28.6% |
| Participant deferral / active EE | $6,915 | $7,599-9.0% | $7,418-6.8% | $6,710+3.1% |
| Admin fee / account holder | $177 | $8,984-98.0% | $7,231-97.5% | $11,403-98.4% |