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 | $35,156 | $179,726-80.4% | $156,263-77.5% | $142,382-75.3% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 21.42% | 77.86%-56.4pp | 59.47%-38.0pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,889 | $5,069-62.7% | $4,333-56.4% | $4,299-56.1% |
| Participant deferral / active EE | $5,692 | $6,956-18.2% | $6,158-7.6% | $6,507-12.5% |
| Admin fee / account holder | $119 | $17,272-99.3% | $14,255-99.2% | $12,624-99.1% |