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 | $23,216 | $115,882-80.0% | $100,516-76.9% | $158,922-85.4% |
| Participation rate | 71.4% | 81.6%-10.1pp | 79.4%-8.0pp | 82.0%-10.5pp |
| Annual return | 42.25% | 34.79%+7.5pp | 30.89%+11.4pp | 302.83%-260.6pp |
| Employer contribution / active EE | $2,070 | $4,103-49.5% | $3,418-39.4% | $4,761-56.5% |
| Participant deferral / active EE | $5,774 | $6,674-13.5% | $6,270-7.9% | $5,982-3.5% |
| Admin fee / account holder | $92 | $10,995-99.2% | $8,081-98.9% | $11,246-99.2% |