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 7-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 | $74,248 | $114,381-35.1% | $107,525-30.9% | $142,382-47.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 17.07% | 242.71%-225.6pp | 181.32%-164.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,424 | $4,015-39.6% | $3,754-35.4% | $4,299-43.6% |
| Participant deferral / active EE | $11,322 | $5,564+103.5% | $5,116+121.3% | $6,507+74.0% |
| Admin fee / account holder | $182 | $9,860-98.2% | $8,919-98.0% | $12,624-98.6% |