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 | $26,471 | $115,770-77.1% | $101,248-73.9% | $158,922-83.3% |
| Participation rate | 84.2% | 79.4%+4.8pp | 75.8%+8.4pp | 82.0%+2.3pp |
| Annual return | 49.67% | 56.14%-6.5pp | 46.47%+3.2pp | 302.83%-253.2pp |
| Employer contribution / active EE | $1,749 | $4,175-58.1% | $3,660-52.2% | $4,761-63.3% |
| Participant deferral / active EE | $3,130 | $4,957-36.9% | $4,370-28.4% | $5,982-47.7% |
| Admin fee / account holder | $244 | $7,245-96.6% | $5,945-95.9% | $11,246-97.8% |