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 | $19,422 | $115,770-83.2% | $101,248-80.8% | $158,922-87.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 21.53% | 56.14%-34.6pp | 46.47%-24.9pp | 302.83%-281.3pp |
| Employer contribution / active EE | $2,271 | $4,175-45.6% | $3,660-37.9% | $4,761-52.3% |
| Participant deferral / active EE | $3,881 | $4,957-21.7% | $4,370-11.2% | $5,982-35.1% |
| Admin fee / account holder | $63 | $7,245-99.1% | $5,945-98.9% | $11,246-99.4% |