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 | $15,908 | $72,071-77.9% | $68,368-76.7% | $137,256-88.4% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 72.19% | 353.14%-281.0pp | 292.57%-220.4pp | 220.34%-148.2pp |
| Employer contribution / active EE | $1,509 | $2,788-45.9% | $2,649-43.0% | $4,156-63.7% |
| Participant deferral / active EE | $2,461 | $4,410-44.2% | $4,123-40.3% | $6,407-61.6% |
| Admin fee / account holder | $74 | $5,336-98.6% | $5,150-98.6% | $12,270-99.4% |