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 | $52,346 | $159,901-67.3% | $146,958-64.4% | $145,922-64.1% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.1pp |
| Annual return | 14.60% | 98.13%-83.5pp | 418.34%-403.7pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,047 | $5,286-61.3% | $4,933-58.5% | $4,660-56.1% |
| Participant deferral / active EE | $5,922 | $8,428-29.7% | $8,070-26.6% | $6,688-11.5% |
| Admin fee / account holder | $225 | $15,044-98.5% | $12,998-98.3% | $13,397-98.3% |