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 | $37,110 | $115,770-67.9% | $101,248-63.3% | $158,922-76.6% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 23.81% | 56.14%-32.3pp | 46.47%-22.7pp | 302.83%-279.0pp |
| Employer contribution / active EE | $2,790 | $4,175-33.2% | $3,660-23.8% | $4,761-41.4% |
| Participant deferral / active EE | $14,674 | $4,957+196.0% | $4,370+235.8% | $5,982+145.3% |
| Admin fee / account holder | $171 | $7,245-97.6% | $5,945-97.1% | $11,246-98.5% |