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 | $33,820 | $183,519-81.6% | $155,509-78.3% | $145,922-76.8% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 13.69% | 61.17%-47.5pp | 64.67%-51.0pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,956 | $5,313-63.2% | $4,672-58.1% | $4,660-58.0% |
| Participant deferral / active EE | $6,714 | $6,462+3.9% | $5,626+19.3% | $6,688+0.4% |
| Admin fee / account holder | $224 | $19,313-98.8% | $15,912-98.6% | $13,397-98.3% |