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 | $51,783 | $109,327-52.6% | $89,391-42.1% | $158,922-67.4% |
| Participation rate | 85.7% | 74.3%+11.5pp | 68.0%+17.7pp | 82.0%+3.8pp |
| Annual return | 10.97% | 345.68%-334.7pp | 245.62%-234.6pp | 302.83%-291.9pp |
| Employer contribution / active EE | $1,771 | $3,170-44.1% | $2,586-31.5% | $4,761-62.8% |
| Participant deferral / active EE | $5,803 | $4,598+26.2% | $3,890+49.2% | $5,982-3.0% |
| Admin fee / account holder | $20 | $6,153-99.7% | $4,881-99.6% | $11,246-99.8% |