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 | $42,599 | $109,817-61.2% | $98,442-56.7% | $167,490-74.6% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 25.45% | 1956.69%-1931.2pp | 1492.73%-1467.3pp | 478.56%-453.1pp |
| Employer contribution / active EE | $4,905 | $3,224+52.2% | $2,960+65.7% | $4,837+1.4% |
| Participant deferral / active EE | $9,008 | $4,673+92.8% | $4,276+110.6% | $6,341+42.0% |
| Admin fee / account holder | $146 | $6,753-97.8% | $5,949-97.5% | $12,309-98.8% |