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 | $53,022 | $210,648-74.8% | $177,989-70.2% | $145,922-63.7% |
| Participation rate | 71.4% | 80.8%-9.3pp | 77.1%-5.7pp | 80.3%-8.8pp |
| Annual return | 22.56% | 385.86%-363.3pp | 294.48%-271.9pp | 561.29%-538.7pp |
| Employer contribution / active EE | $2,197 | $4,565-51.9% | $3,949-44.4% | $4,660-52.9% |
| Participant deferral / active EE | $4,486 | $6,958-35.5% | $6,276-28.5% | $6,688-32.9% |
| Admin fee / account holder | $19 | $12,013-99.8% | $10,363-99.8% | $13,397-99.9% |