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 5-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 | $42,656 | $169,032-74.8% | $129,207-67.0% | $145,922-70.8% |
| Participation rate | 71.4% | 76.4%-5.0pp | 69.6%+1.8pp | 80.3%-8.8pp |
| Annual return | 13.21% | 14330.11%-14316.9pp | 9417.33%-9404.1pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,616 | $5,537-52.7% | $4,153-37.0% | $4,660-43.9% |
| Participant deferral / active EE | $5,853 | $4,987+17.4% | $4,168+40.5% | $6,688-12.5% |
| Admin fee / account holder | $177 | $9,954-98.2% | $7,715-97.7% | $13,397-98.7% |