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 | $20,718 | $115,882-82.1% | $100,516-79.4% | $158,922-87.0% |
| Participation rate | 81.3% | 81.6%-0.3pp | 79.4%+1.8pp | 82.0%-0.7pp |
| Annual return | 31.34% | 34.79%-3.5pp | 30.89%+0.5pp | 302.83%-271.5pp |
| Employer contribution / active EE | $2,475 | $4,103-39.7% | $3,418-27.6% | $4,761-48.0% |
| Participant deferral / active EE | $6,137 | $6,674-8.0% | $6,270-2.1% | $5,982+2.6% |
| Admin fee / account holder | $148 | $10,995-98.7% | $8,081-98.2% | $11,246-98.7% |