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 | $32,537 | $157,256-79.3% | $141,162-77.0% | $152,861-78.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 35.36% | 64.32%-29.0pp | 71.39%-36.0pp | 345.32%-310.0pp |
| Employer contribution / active EE | $1,702 | $5,261-67.7% | $4,735-64.1% | $4,762-64.3% |
| Participant deferral / active EE | $9,754 | $7,109+37.2% | $6,709+45.4% | $5,850+66.7% |
| Admin fee / account holder | $57 | $12,120-99.5% | $10,261-99.4% | $11,596-99.5% |