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 | $72,135 | $88,751-18.7% | $81,812-11.8% | $145,922-50.6% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.3%+21.0pp | 80.3%+13.1pp |
| Annual return | 19.66% | 1025.40%-1005.7pp | 773.79%-754.1pp | 561.29%-541.6pp |
| Employer contribution / active EE | $1,867 | $3,083-39.4% | $2,912-35.9% | $4,660-59.9% |
| Participant deferral / active EE | $4,725 | $4,643+1.8% | $4,319+9.4% | $6,688-29.3% |
| Admin fee / account holder | $58 | $8,415-99.3% | $7,386-99.2% | $13,397-99.6% |