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 | $24,418 | $226,064-89.2% | $182,532-86.6% | $152,861-84.0% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.0%-6.5pp | 82.4%-11.0pp |
| Annual return | 34.97% | 192.51%-157.5pp | 148.54%-113.6pp | 345.32%-310.3pp |
| Employer contribution / active EE | $2,557 | $4,978-48.6% | $4,076-37.3% | $4,762-46.3% |
| Participant deferral / active EE | $9,637 | $6,368+51.3% | $5,524+74.5% | $5,850+64.7% |
| Admin fee / account holder | $292 | $10,703-97.3% | $8,592-96.6% | $11,596-97.5% |