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 | $60,177 | $68,097-11.6% | $62,929-4.4% | $137,256-56.2% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.0%-5.0pp |
| Annual return | 22.67% | 1859.11%-1836.4pp | 1063.93%-1041.3pp | 220.34%-197.7pp |
| Employer contribution / active EE | $3,992 | $2,811+42.0% | $2,505+59.4% | $4,156-3.9% |
| Participant deferral / active EE | $9,203 | $4,553+102.2% | $3,888+136.7% | $6,407+43.6% |
| Admin fee / account holder | $123 | $6,521-98.1% | $5,065-97.6% | $12,270-99.0% |