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 | $32,063 | $115,770-72.3% | $101,248-68.3% | $158,922-79.8% |
| Participation rate | 73.9% | 79.4%-5.5pp | 75.8%-1.9pp | 82.0%-8.0pp |
| Annual return | 16.03% | 56.14%-40.1pp | 46.47%-30.4pp | 302.83%-286.8pp |
| Employer contribution / active EE | $2,236 | $4,175-46.4% | $3,660-38.9% | $4,761-53.0% |
| Participant deferral / active EE | $4,992 | $4,957+0.7% | $4,370+14.2% | $5,982-16.6% |
| Admin fee / account holder | $188 | $7,245-97.4% | $5,945-96.8% | $11,246-98.3% |