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 | $25,390 | $175,202-85.5% | $149,673-83.0% | $139,434-81.8% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 24.82% | 166.71%-141.9pp | 134.42%-109.6pp | 372.94%-348.1pp |
| Employer contribution / active EE | $1,680 | $5,474-69.3% | $4,818-65.1% | $4,751-64.6% |
| Participant deferral / active EE | $5,340 | $6,519-18.1% | $5,680-6.0% | $6,710-20.4% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |