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 | $73,470 | $104,974-30.0% | $95,585-23.1% | $142,382-48.4% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 11.50% | 210.33%-198.8pp | 38.56%-27.1pp | 217.08%-205.6pp |
| Employer contribution / active EE | $1,214 | $2,779-56.3% | $2,527-51.9% | $4,299-71.8% |
| Participant deferral / active EE | $6,813 | $4,352+56.5% | $4,023+69.4% | $6,507+4.7% |
| Admin fee / account holder | $95 | $6,386-98.5% | $6,127-98.5% | $12,624-99.3% |