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 9-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 | $61,100 | $162,781-62.5% | $133,956-54.4% | $158,922-61.6% |
| Participation rate | 72.7% | 83.2%-10.5pp | 79.8%-7.1pp | 82.0%-9.2pp |
| Annual return | 6.84% | 41.94%-35.1pp | 45.09%-38.2pp | 302.83%-296.0pp |
| Employer contribution / active EE | $1,757 | $4,975-64.7% | $3,919-55.2% | $4,761-63.1% |
| Participant deferral / active EE | $3,737 | $5,911-36.8% | $5,048-26.0% | $5,982-37.5% |
| Admin fee / account holder | $26 | $11,736-99.8% | $8,927-99.7% | $11,246-99.8% |