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 | $48,011 | $209,336-77.1% | $197,124-75.6% | $137,256-65.0% |
| Participation rate | 88.9% | 87.3%+1.6pp | 86.7%+2.2pp | 80.0%+8.9pp |
| Annual return | 16.84% | 48.09%-31.2pp | 44.34%-27.5pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,835 | $6,591-72.2% | $6,227-70.5% | $4,156-55.8% |
| Participant deferral / active EE | $5,978 | $9,614-37.8% | $9,135-34.6% | $6,407-6.7% |
| Admin fee / account holder | $196 | $17,308-98.9% | $16,298-98.8% | $12,270-98.4% |