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 10-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 | $75,748 | $172,111-56.0% | $150,298-49.6% | $137,256-44.8% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 20.48% | 69.37%-48.9pp | 62.79%-42.3pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,651 | $4,636-64.4% | $4,154-60.3% | $4,156-60.3% |
| Participant deferral / active EE | $3,096 | $6,166-49.8% | $5,453-43.2% | $6,407-51.7% |
| Admin fee / account holder | $83 | $16,471-99.5% | $14,116-99.4% | $12,270-99.3% |