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 | $29,984 | $165,335-81.9% | $149,696-80.0% | $158,922-81.1% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 41.02% | 348.15%-307.1pp | 276.60%-235.6pp | 302.83%-261.8pp |
| Employer contribution / active EE | $1,893 | $5,103-62.9% | $4,644-59.2% | $4,761-60.2% |
| Participant deferral / active EE | $6,346 | $7,181-11.6% | $6,842-7.2% | $5,982+6.1% |
| Admin fee / account holder | $31 | $10,807-99.7% | $9,309-99.7% | $11,246-99.7% |