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 | $70,756-15.0% | $65,493-8.1% | $142,382-57.7% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.1%-5.1pp |
| Annual return | 22.67% | 1754.89%-1732.2pp | 982.45%-959.8pp | 217.08%-194.4pp |
| Employer contribution / active EE | $3,992 | $2,881+38.6% | $2,574+55.1% | $4,299-7.1% |
| Participant deferral / active EE | $9,203 | $4,637+98.5% | $3,961+132.3% | $6,507+41.4% |
| Admin fee / account holder | $123 | $6,559-98.1% | $5,028-97.6% | $12,624-99.0% |