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 | $44,903 | $138,065-67.5% | $123,544-63.7% | $135,375-66.8% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -7.23% | 153.68%-160.9pp | 119.20%-126.4pp | 519.73%-527.0pp |
| Employer contribution / active EE | $8,178 | $5,151+58.7% | $4,628+76.7% | $4,779+71.1% |
| Participant deferral / active EE | $10,915 | $6,799+60.5% | $6,426+69.9% | $5,609+94.6% |
| Admin fee / account holder | $181 | $10,916-98.3% | $9,284-98.1% | $10,827-98.3% |