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 | $35,658 | $157,256-77.3% | $141,162-74.7% | $152,861-76.7% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.4%-11.0pp |
| Annual return | 26.77% | 64.32%-37.5pp | 71.39%-44.6pp | 345.32%-318.5pp |
| Employer contribution / active EE | $2,442 | $5,261-53.6% | $4,735-48.4% | $4,762-48.7% |
| Participant deferral / active EE | $5,208 | $7,109-26.7% | $6,709-22.4% | $5,850-11.0% |
| Admin fee / account holder | $136 | $12,120-98.9% | $10,261-98.7% | $11,596-98.8% |