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 | $37,313 | $165,335-77.4% | $149,696-75.1% | $158,922-76.5% |
| Participation rate | 73.3% | 84.6%-11.2pp | 82.5%-9.1pp | 82.0%-8.6pp |
| Annual return | 46.60% | 348.15%-301.5pp | 276.60%-230.0pp | 302.83%-256.2pp |
| Employer contribution / active EE | $2,032 | $5,103-60.2% | $4,644-56.2% | $4,761-57.3% |
| Participant deferral / active EE | $5,958 | $7,181-17.0% | $6,842-12.9% | $5,982-0.4% |
| Admin fee / account holder | $34 | $10,807-99.7% | $9,309-99.6% | $11,246-99.7% |