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 | $19,099 | $96,305-80.2% | $80,569-76.3% | $139,434-86.3% |
| Participation rate | 73.3% | 73.6%-0.3pp | 67.0%+6.3pp | 80.3%-7.0pp |
| Annual return | 30.01% | 1350.08%-1320.1pp | 935.43%-905.4pp | 372.94%-342.9pp |
| Employer contribution / active EE | $3,297 | $3,262+1.1% | $2,723+21.0% | $4,751-30.6% |
| Participant deferral / active EE | $5,800 | $5,232+10.9% | $4,447+30.4% | $6,710-13.6% |
| Admin fee / account holder | $224 | $6,599-96.6% | $5,377-95.8% | $11,403-98.0% |