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 | $50,239 | $172,111-70.8% | $150,298-66.6% | $137,256-63.4% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 22.12% | 69.37%-47.3pp | 62.79%-40.7pp | 220.34%-198.2pp |
| Employer contribution / active EE | $2,207 | $4,636-52.4% | $4,154-46.9% | $4,156-46.9% |
| Participant deferral / active EE | $8,230 | $6,166+33.5% | $5,453+50.9% | $6,407+28.5% |
| Admin fee / account holder | $82 | $16,471-99.5% | $14,116-99.4% | $12,270-99.3% |