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 3-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 | $51,070 | $159,602-68.0% | $150,045-66.0% | $142,382-64.1% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 27.89% | 70.24%-42.3pp | 62.55%-34.7pp | 217.08%-189.2pp |
| Employer contribution / active EE | $6,935 | $4,961+39.8% | $4,693+47.8% | $4,299+61.3% |
| Participant deferral / active EE | $13,899 | $8,310+67.3% | $7,997+73.8% | $6,507+113.6% |
| Admin fee / account holder | $41 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |