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 | $44,889 | $89,753-50.0% | $107,525-58.3% | $84,808-47.1% |
| Participation rate | 72.4% | 68.1%+4.4pp | 75.1%-2.7pp | 68.3%+4.1pp |
| Annual return | 19.89% | 29.48%-9.6pp | 181.32%-161.4pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,807 | $3,113-42.0% | $3,754-51.9% | $2,631-31.3% |
| Participant deferral / active EE | $4,635 | $4,056+14.3% | $5,116-9.4% | $4,212+10.1% |
| Admin fee / account holder | $10 | $7,222-99.9% | $8,919-99.9% | $7,344-99.9% |