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 | $37,056 | $106,515-65.2% | $96,683-61.7% | $139,434-73.4% |
| Participation rate | 92.3% | 77.8%+14.5pp | 74.3%+18.0pp | 80.3%+12.0pp |
| Annual return | 12.03% | 38.43%-26.4pp | 35.69%-23.7pp | 372.94%-360.9pp |
| Employer contribution / active EE | $13,335 | $4,103+225.0% | $3,737+256.9% | $4,751+180.7% |
| Participant deferral / active EE | $8,060 | $5,454+47.8% | $4,878+65.2% | $6,710+20.1% |
| Admin fee / account holder | $76 | $7,877-99.0% | $6,730-98.9% | $11,403-99.3% |