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 | $74,151 | $102,966-28.0% | $90,281-17.9% | $152,861-51.5% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 21.02% | 95.16%-74.1pp | 78.10%-57.1pp | 345.32%-324.3pp |
| Employer contribution / active EE | $5,843 | $3,139+86.1% | $2,854+104.7% | $4,762+22.7% |
| Participant deferral / active EE | $3,147 | $4,281-26.5% | $3,885-19.0% | $5,850-46.2% |
| Admin fee / account holder | $32 | $6,171-99.5% | $5,351-99.4% | $11,596-99.7% |