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 | $39,002 | $160,055-75.6% | $140,016-72.1% | $135,375-71.2% |
| Participation rate | 82.4% | 88.5%-6.2pp | 87.5%-5.1pp | 82.6%-0.3pp |
| Annual return | 36.58% | 911.38%-874.8pp | 651.12%-614.5pp | 519.73%-483.2pp |
| Employer contribution / active EE | $2,682 | $6,420-58.2% | $5,606-52.2% | $4,779-43.9% |
| Participant deferral / active EE | $7,092 | $7,642-7.2% | $6,927+2.4% | $5,609+26.5% |
| Admin fee / account holder | $33 | $13,328-99.7% | $10,705-99.7% | $10,827-99.7% |