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 | $53,415 | $183,592-70.9% | $155,567-65.7% | $145,959-63.4% |
| Participation rate | 72.2% | 82.7%-10.5pp | 78.2%-6.0pp | 80.3%-8.1pp |
| Annual return | 21.62% | 61.24%-39.6pp | 64.74%-43.1pp | 561.95%-540.3pp |
| Employer contribution / active EE | $2,231 | $5,315-58.0% | $4,674-52.3% | $4,661-52.1% |
| Participant deferral / active EE | $4,597 | $6,464-28.9% | $5,628-18.3% | $6,689-31.3% |
| Admin fee / account holder | $212 | $19,318-98.9% | $15,916-98.7% | $13,398-98.4% |