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 4-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 | $49,037 | $114,381-57.1% | $107,525-54.4% | $142,382-65.6% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 19.24% | 242.71%-223.5pp | 181.32%-162.1pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,576 | $4,015-35.8% | $3,754-31.4% | $4,299-40.1% |
| Participant deferral / active EE | $4,634 | $5,564-16.7% | $5,116-9.4% | $6,507-28.8% |
| Admin fee / account holder | $198 | $9,860-98.0% | $8,919-97.8% | $12,624-98.4% |