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 | $38,792 | $168,632-77.0% | $147,614-73.7% | $125,391-69.1% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | 1.06% | 77.65%-76.6pp | 61.98%-60.9pp | 282.22%-281.2pp |
| Employer contribution / active EE | $1,752 | $6,252-72.0% | $5,564-68.5% | $4,866-64.0% |
| Participant deferral / active EE | $2,689 | $5,507-51.2% | $4,895-45.1% | $5,352-49.8% |
| Admin fee / account holder | $52 | $13,580-99.6% | $11,611-99.6% | $9,540-99.5% |