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 | $62,393 | $99,918-37.6% | $81,382-23.3% | $145,922-57.2% |
| Participation rate | 72.7% | 74.2%-1.4pp | 69.5%+3.2pp | 80.3%-7.5pp |
| Annual return | 24.13% | 34.32%-10.2pp | 24.73%-0.6pp | 561.29%-537.2pp |
| Employer contribution / active EE | $1,569 | $2,978-47.3% | $2,463-36.3% | $4,660-66.3% |
| Participant deferral / active EE | $4,799 | $4,605+4.2% | $3,883+23.6% | $6,688-28.2% |
| Admin fee / account holder | $1 | $8,212-100.0% | $5,768-100.0% | $13,397-100.0% |