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 | $46,995 | $109,881-57.2% | $150,045-68.7% | $84,808-44.6% |
| Participation rate | 88.9% | 76.1%+12.8pp | 82.3%+6.6pp | 68.3%+20.6pp |
| Annual return | 35.54% | 28.25%+7.3pp | 62.55%-27.0pp | 40.90%-5.4pp |
| Employer contribution / active EE | $4,659 | $3,561+30.8% | $4,693-0.7% | $2,631+77.1% |
| Participant deferral / active EE | $10,501 | $6,636+58.2% | $7,997+31.3% | $4,212+149.3% |
| Admin fee / account holder | $78 | $8,568-99.1% | $13,435-99.4% | $7,344-98.9% |