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 | $11,664 | $111,754-89.6% | $103,333-88.7% | $145,922-92.0% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 27.21% | 24.77%+2.4pp | 24.88%+2.3pp | 561.29%-534.1pp |
| Employer contribution / active EE | $1,810 | $4,212-57.0% | $3,868-53.2% | $4,660-61.1% |
| Participant deferral / active EE | $3,302 | $5,619-41.2% | $5,057-34.7% | $6,688-50.6% |
| Admin fee / account holder | $54 | $9,750-99.4% | $8,355-99.4% | $13,397-99.6% |