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 | $64,571 | $180,749-64.3% | $160,784-59.8% | $137,256-53.0% |
| Participation rate | 77.8% | 80.0%-2.2pp | 77.0%+0.8pp | 80.0%-2.2pp |
| Annual return | 20.77% | 2234.46%-2213.7pp | 1803.92%-1783.2pp | 220.34%-199.6pp |
| Employer contribution / active EE | $3,445 | $4,155-17.1% | $3,733-7.7% | $4,156-17.1% |
| Participant deferral / active EE | $6,305 | $6,844-7.9% | $6,293+0.2% | $6,407-1.6% |
| Admin fee / account holder | $24 | $10,397-99.8% | $9,717-99.7% | $12,270-99.8% |