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 | $53,723 | $88,751-39.5% | $81,812-34.3% | $145,922-63.2% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 11.20% | 1025.40%-1014.2pp | 773.79%-762.6pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,610 | $3,083-47.8% | $2,912-44.7% | $4,660-65.4% |
| Participant deferral / active EE | $3,934 | $4,643-15.3% | $4,319-8.9% | $6,688-41.2% |
| Admin fee / account holder | $180 | $8,415-97.9% | $7,386-97.6% | $13,397-98.7% |