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 | $52,749 | $183,592-71.3% | $155,567-66.1% | $145,959-63.9% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 14.01% | 61.24%-47.2pp | 64.74%-50.7pp | 561.95%-547.9pp |
| Employer contribution / active EE | $1,837 | $5,315-65.4% | $4,674-60.7% | $4,661-60.6% |
| Participant deferral / active EE | $6,886 | $6,464+6.5% | $5,628+22.4% | $6,689+3.0% |
| Admin fee / account holder | $105 | $19,318-99.5% | $15,916-99.3% | $13,398-99.2% |