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 | $34,976 | $148,534-76.5% | $135,903-74.3% | $139,434-74.9% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 25.85% | 79.19%-53.3pp | 68.23%-42.4pp | 372.94%-347.1pp |
| Employer contribution / active EE | $2,048 | $5,243-60.9% | $4,856-57.8% | $4,751-56.9% |
| Participant deferral / active EE | $5,561 | $8,100-31.3% | $7,758-28.3% | $6,710-17.1% |
| Admin fee / account holder | $20 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |