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 | $29,006 | $107,934-73.1% | $91,989-68.5% | $152,861-81.0% |
| Participation rate | 83.3% | 81.2%+2.2pp | 78.6%+4.7pp | 82.4%+0.9pp |
| Annual return | 26.41% | 89.24%-62.8pp | 69.02%-42.6pp | 345.32%-318.9pp |
| Employer contribution / active EE | $2,276 | $4,210-45.9% | $3,452-34.1% | $4,762-52.2% |
| Participant deferral / active EE | $4,218 | $6,364-33.7% | $5,923-28.8% | $5,850-27.9% |
| Admin fee / account holder | $48 | $10,520-99.5% | $7,743-99.4% | $11,596-99.6% |