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 | $37,309 | $149,040-75.0% | $120,225-69.0% | $137,256-72.8% |
| Participation rate | 92.9% | 75.4%+17.4pp | 69.6%+23.3pp | 80.0%+12.9pp |
| Annual return | 19.50% | 605.68%-586.2pp | 439.23%-419.7pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,347 | $4,350-69.0% | $3,475-61.2% | $4,156-67.6% |
| Participant deferral / active EE | $3,827 | $4,655-17.8% | $3,999-4.3% | $6,407-40.3% |
| Admin fee / account holder | $236 | $6,348-96.3% | $5,696-95.9% | $12,270-98.1% |