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 | $32,592 | $74,888-56.5% | $71,209-54.2% | $142,382-77.1% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 36.14% | 345.14%-309.0pp | 282.51%-246.4pp | 217.08%-180.9pp |
| Employer contribution / active EE | $1,465 | $2,854-48.7% | $2,721-46.2% | $4,299-65.9% |
| Participant deferral / active EE | $3,790 | $4,454-14.9% | $4,175-9.2% | $6,507-41.8% |
| Admin fee / account holder | $274 | $5,568-95.1% | $5,349-94.9% | $12,624-97.8% |