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 9-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 | $38,567 | $115,770-66.7% | $101,248-61.9% | $158,922-75.7% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 25.83% | 56.14%-30.3pp | 46.47%-20.6pp | 302.83%-277.0pp |
| Employer contribution / active EE | $3,957 | $4,175-5.2% | $3,660+8.1% | $4,761-16.9% |
| Participant deferral / active EE | $4,324 | $4,957-12.8% | $4,370-1.1% | $5,982-27.7% |
| Admin fee / account holder | $122 | $7,245-98.3% | $5,945-97.9% | $11,246-98.9% |