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 | $51,322 | $111,754-54.1% | $103,333-50.3% | $145,922-64.8% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 15.90% | 24.77%-8.9pp | 24.88%-9.0pp | 561.29%-545.4pp |
| Employer contribution / active EE | $2,606 | $4,212-38.1% | $3,868-32.6% | $4,660-44.1% |
| Participant deferral / active EE | $9,269 | $5,619+65.0% | $5,057+83.3% | $6,688+38.6% |
| Admin fee / account holder | $74 | $9,750-99.2% | $8,355-99.1% | $13,397-99.4% |