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 10-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 | $35,546 | $76,552-53.6% | $123,892-71.3% | $62,891-43.5% |
| Participation rate | 80.6% | 73.0%+7.6pp | 81.4%-0.9pp | 69.3%+11.2pp |
| Annual return | 152.76% | 18.68%+134.1pp | 47.52%+105.2pp | 20.14%+132.6pp |
| Employer contribution / active EE | $1,613 | $2,883-44.0% | $4,617-65.1% | $2,281-29.3% |
| Participant deferral / active EE | $6,746 | $4,840+39.4% | $5,984+12.7% | $3,203+110.6% |
| Admin fee / account holder | $169 | $4,826-96.5% | $8,357-98.0% | $4,296-96.1% |