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 3-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 | $33,407 | $159,901-79.1% | $146,958-77.3% | $145,922-77.1% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 29.70% | 98.13%-68.4pp | 418.34%-388.6pp | 561.29%-531.6pp |
| Employer contribution / active EE | $4,432 | $5,286-16.1% | $4,933-10.1% | $4,660-4.9% |
| Participant deferral / active EE | $7,439 | $8,428-11.7% | $8,070-7.8% | $6,688+11.2% |
| Admin fee / account holder | $35 | $15,044-99.8% | $12,998-99.7% | $13,397-99.7% |