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 | $31,436 | $159,901-80.3% | $146,958-78.6% | $145,922-78.5% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 45.12% | 98.13%-53.0pp | 418.34%-373.2pp | 561.29%-516.2pp |
| Employer contribution / active EE | $2,241 | $5,286-57.6% | $4,933-54.6% | $4,660-51.9% |
| Participant deferral / active EE | $8,923 | $8,428+5.9% | $8,070+10.6% | $6,688+33.4% |
| Admin fee / account holder | $42 | $15,044-99.7% | $12,998-99.7% | $13,397-99.7% |