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 | $52,204 | $116,175-55.1% | $93,606-44.2% | $152,861-65.8% |
| Participation rate | 85.7% | 78.0%+7.7pp | 75.8%+9.9pp | 82.4%+3.3pp |
| Annual return | 23.99% | 35.96%-12.0pp | 32.76%-8.8pp | 345.32%-321.3pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,586 | $4,603+43.1% | $4,069+61.9% | $5,850+12.6% |
| Admin fee / account holder | $184 | $10,748-98.3% | $7,888-97.7% | $11,596-98.4% |