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 4-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 | $17,558 | $69,207-74.6% | $64,056-72.6% | $139,434-87.4% |
| Participation rate | 71.4% | 75.6%-4.2pp | 72.3%-0.9pp | 80.3%-8.9pp |
| Annual return | 46.38% | 45.88%+0.5pp | 33.69%+12.7pp | 372.94%-326.6pp |
| Employer contribution / active EE | $3,205 | $3,182+0.7% | $2,747+16.7% | $4,751-32.5% |
| Participant deferral / active EE | $5,517 | $4,682+17.8% | $3,880+42.2% | $6,710-17.8% |
| Admin fee / account holder | $49 | $4,244-98.9% | $3,068-98.4% | $11,403-99.6% |