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 | $27,160 | $115,770-76.5% | $101,248-73.2% | $158,922-82.9% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 33.99% | 56.14%-22.1pp | 46.47%-12.5pp | 302.83%-268.8pp |
| Employer contribution / active EE | $8,827 | $4,175+111.5% | $3,660+141.2% | $4,761+85.4% |
| Participant deferral / active EE | $10,924 | $4,957+120.4% | $4,370+150.0% | $5,982+82.6% |
| Admin fee / account holder | $298 | $7,245-95.9% | $5,945-95.0% | $11,246-97.4% |