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 | $66,832 | $74,888-10.8% | $71,209-6.1% | $142,382-53.1% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 23.47% | 345.14%-321.7pp | 282.51%-259.0pp | 217.08%-193.6pp |
| Employer contribution / active EE | $2,150 | $2,854-24.7% | $2,721-21.0% | $4,299-50.0% |
| Participant deferral / active EE | $12,322 | $4,454+176.6% | $4,175+195.1% | $6,507+89.4% |
| Admin fee / account holder | $20 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |