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 | $29,263 | $177,572-83.5% | $154,803-81.1% | $142,382-79.4% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 17.45% | 65.07%-47.6pp | 58.88%-41.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,725 | $4,810-64.1% | $4,305-59.9% | $4,299-59.9% |
| Participant deferral / active EE | $3,215 | $6,272-48.7% | $5,540-42.0% | $6,507-50.6% |
| Admin fee / account holder | $67 | $16,786-99.6% | $14,329-99.5% | $12,624-99.5% |