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 | $50,199 | $114,381-56.1% | $107,525-53.3% | $142,382-64.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 22.55% | 242.71%-220.2pp | 181.32%-158.8pp | 217.08%-194.5pp |
| Employer contribution / active EE | $900 | $4,015-77.6% | $3,754-76.0% | $4,299-79.1% |
| Participant deferral / active EE | $3,633 | $5,564-34.7% | $5,116-29.0% | $6,507-44.2% |
| Admin fee / account holder | $52 | $9,860-99.5% | $8,919-99.4% | $12,624-99.6% |