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 | $50,511 | $96,484-47.6% | $75,886-33.4% | $152,861-67.0% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.3%+19.6pp | 82.4%+6.4pp |
| Annual return | 23.73% | 33.98%-10.3pp | 30.76%-7.0pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,896 | $3,309-42.7% | $2,500-24.2% | $4,762-60.2% |
| Participant deferral / active EE | $5,008 | $4,553+10.0% | $3,603+39.0% | $5,850-14.4% |
| Admin fee / account holder | $160 | $8,078-98.0% | $5,418-97.0% | $11,596-98.6% |