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 | $43,374 | $114,381-62.1% | $107,525-59.7% | $142,382-69.5% |
| Participation rate | 78.6% | 78.1%+0.4pp | 75.1%+3.5pp | 80.1%-1.5pp |
| Annual return | 21.11% | 242.71%-221.6pp | 181.32%-160.2pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,484 | $4,015-63.0% | $3,754-60.5% | $4,299-65.5% |
| Participant deferral / active EE | $4,090 | $5,564-26.5% | $5,116-20.1% | $6,507-37.1% |
| Admin fee / account holder | $274 | $9,860-97.2% | $8,919-96.9% | $12,624-97.8% |