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 | $20,908 | $111,535-81.3% | $105,223-80.1% | $137,256-84.8% |
| Participation rate | 94.7% | 78.1%+16.6pp | 75.0%+19.7pp | 80.0%+14.8pp |
| Annual return | 17.85% | 237.85%-220.0pp | 180.65%-162.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,389 | $3,939-39.4% | $3,689-35.2% | $4,156-42.5% |
| Participant deferral / active EE | $3,472 | $5,500-36.9% | $5,072-31.5% | $6,407-45.8% |
| Admin fee / account holder | $166 | $9,721-98.3% | $8,859-98.1% | $12,270-98.6% |