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 | $50,973 | $180,749-71.8% | $160,784-68.3% | $137,256-62.9% |
| Participation rate | 78.3% | 80.0%-1.7pp | 77.0%+1.3pp | 80.0%-1.7pp |
| Annual return | 25.61% | 2234.46%-2208.9pp | 1803.92%-1778.3pp | 220.34%-194.7pp |
| Employer contribution / active EE | $2,189 | $4,155-47.3% | $3,733-41.4% | $4,156-47.3% |
| Participant deferral / active EE | $7,155 | $6,844+4.5% | $6,293+13.7% | $6,407+11.7% |
| Admin fee / account holder | $132 | $10,397-98.7% | $9,717-98.6% | $12,270-98.9% |