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 | $37,322 | $99,877-62.6% | $84,966-56.1% | $145,922-74.4% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.1pp |
| Annual return | 15.36% | 83.76%-68.4pp | 66.38%-51.0pp | 561.29%-545.9pp |
| Employer contribution / active EE | $3,079 | $3,231-4.7% | $2,727+12.9% | $4,660-33.9% |
| Participant deferral / active EE | $6,281 | $5,291+18.7% | $4,519+39.0% | $6,688-6.1% |
| Admin fee / account holder | $178 | $7,248-97.5% | $6,149-97.1% | $13,397-98.7% |