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 | $19,466 | $81,632-76.2% | $70,449-72.4% | $158,922-87.8% |
| Participation rate | 76.5% | 77.7%-1.2pp | 75.1%+1.4pp | 82.0%-5.5pp |
| Annual return | 156.79% | 208.40%-51.6pp | 109.03%+47.8pp | 302.83%-146.0pp |
| Employer contribution / active EE | $4,041 | $3,217+25.6% | $2,737+47.7% | $4,761-15.1% |
| Participant deferral / active EE | $8,087 | $4,554+77.6% | $3,709+118.1% | $5,982+35.2% |
| Admin fee / account holder | $199 | $6,193-96.8% | $3,845-94.8% | $11,246-98.2% |