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 6-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 | $56,289 | $108,919-48.3% | $100,391-43.9% | $145,922-61.4% |
| Participation rate | 73.7% | 82.9%-9.2pp | 81.5%-7.8pp | 80.3%-6.6pp |
| Annual return | 11.56% | 57.88%-46.3pp | 49.20%-37.6pp | 561.29%-549.7pp |
| Employer contribution / active EE | $3,146 | $4,419-28.8% | $3,942-20.2% | $4,660-32.5% |
| Participant deferral / active EE | $8,574 | $8,445+1.5% | $8,082+6.1% | $6,688+28.2% |
| Admin fee / account holder | $61 | $9,689-99.4% | $7,899-99.2% | $13,397-99.5% |