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 8-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 | $51,108 | $115,770-55.9% | $101,248-49.5% | $158,922-67.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 24.44% | 56.14%-31.7pp | 46.47%-22.0pp | 302.83%-278.4pp |
| Employer contribution / active EE | $2,671 | $4,175-36.0% | $3,660-27.0% | $4,761-43.9% |
| Participant deferral / active EE | $11,409 | $4,957+130.1% | $4,370+161.1% | $5,982+90.7% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |