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 | $41,133 | $74,888-45.1% | $71,209-42.2% | $142,382-71.1% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 23.83% | 345.14%-321.3pp | 282.51%-258.7pp | 217.08%-193.2pp |
| Employer contribution / active EE | $1,434 | $2,854-49.8% | $2,721-47.3% | $4,299-66.6% |
| Participant deferral / active EE | $8,841 | $4,454+98.5% | $4,175+111.8% | $6,507+35.9% |
| Admin fee / account holder | $77 | $5,568-98.6% | $5,349-98.6% | $12,624-99.4% |