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 | $36,841 | $74,888-50.8% | $71,209-48.3% | $142,382-74.1% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 18.27% | 345.14%-326.9pp | 282.51%-264.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,001 | $2,854-29.9% | $2,721-26.5% | $4,299-53.5% |
| Participant deferral / active EE | $3,852 | $4,454-13.5% | $4,175-7.7% | $6,507-40.8% |
| Admin fee / account holder | $118 | $5,568-97.9% | $5,349-97.8% | $12,624-99.1% |