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 | $66,516 | $72,071-7.7% | $68,368-2.7% | $137,256-51.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 15.20% | 353.14%-337.9pp | 292.57%-277.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,312 | $2,788-52.9% | $2,649-50.5% | $4,156-68.4% |
| Participant deferral / active EE | $2,752 | $4,410-37.6% | $4,123-33.2% | $6,407-57.0% |
| Admin fee / account holder | $75 | $5,336-98.6% | $5,150-98.6% | $12,270-99.4% |