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 | $30,533 | $152,587-80.0% | $125,175-75.6% | $152,861-80.0% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 39.37% | 54.84%-15.5pp | 43.79%-4.4pp | 345.32%-305.9pp |
| Employer contribution / active EE | $7,524 | $4,946+52.1% | $3,865+94.7% | $4,762+58.0% |
| Participant deferral / active EE | $7,838 | $5,868+33.6% | $4,937+58.8% | $5,850+34.0% |
| Admin fee / account holder | $19 | $13,434-99.9% | $9,702-99.8% | $11,596-99.8% |