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 | $27,574 | $115,770-76.2% | $101,248-72.8% | $158,922-82.6% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 18.66% | 56.14%-37.5pp | 46.47%-27.8pp | 302.83%-284.2pp |
| Employer contribution / active EE | $2,343 | $4,175-43.9% | $3,660-36.0% | $4,761-50.8% |
| Participant deferral / active EE | $7,282 | $4,957+46.9% | $4,370+66.6% | $5,982+21.7% |
| Admin fee / account holder | $13 | $7,245-99.8% | $5,945-99.8% | $11,246-99.9% |