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 | $31,237 | $177,572-82.4% | $154,803-79.8% | $142,382-78.1% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 20.87% | 65.07%-44.2pp | 58.88%-38.0pp | 217.08%-196.2pp |
| Employer contribution / active EE | $2,618 | $4,810-45.6% | $4,305-39.2% | $4,299-39.1% |
| Participant deferral / active EE | $5,908 | $6,272-5.8% | $5,540+6.6% | $6,507-9.2% |
| Admin fee / account holder | $190 | $16,786-98.9% | $14,329-98.7% | $12,624-98.5% |