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 9-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 | $32,694 | $105,998-69.2% | $92,233-64.6% | $147,584-77.8% |
| Participation rate | 72.2% | 80.4%-8.2pp | 76.5%-4.3pp | 82.8%-10.6pp |
| Annual return | 24.35% | 50.05%-25.7pp | 176.28%-151.9pp | 578.55%-554.2pp |
| Employer contribution / active EE | $2,801 | $4,333-35.4% | $3,679-23.9% | $4,876-42.6% |
| Participant deferral / active EE | $5,587 | $4,478+24.8% | $3,897+43.4% | $5,439+2.7% |
| Admin fee / account holder | $288 | $6,332-95.5% | $5,194-94.5% | $10,885-97.4% |