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 | $43,226 | $89,753-51.8% | $107,525-59.8% | $84,808-49.0% |
| Participation rate | 89.3% | 68.1%+21.2pp | 75.1%+14.2pp | 68.3%+21.0pp |
| Annual return | 36.62% | 29.48%+7.1pp | 181.32%-144.7pp | 40.90%-4.3pp |
| Employer contribution / active EE | $3,922 | $3,113+26.0% | $3,754+4.5% | $2,631+49.1% |
| Participant deferral / active EE | $6,722 | $4,056+65.7% | $5,116+31.4% | $4,212+59.6% |
| Admin fee / account holder | $26 | $7,222-99.6% | $8,919-99.7% | $7,344-99.6% |