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 6-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 | $51,980 | $176,812-70.6% | $146,665-64.6% | $167,490-69.0% |
| Participation rate | 77.3% | 83.6%-6.3pp | 80.1%-2.8pp | 82.1%-4.8pp |
| Annual return | 16.26% | 24.03%-7.8pp | 22.74%-6.5pp | 478.56%-462.3pp |
| Employer contribution / active EE | $3,189 | $5,160-38.2% | $4,136-22.9% | $4,837-34.1% |
| Participant deferral / active EE | $6,323 | $6,440-1.8% | $5,506+14.8% | $6,341-0.3% |
| Admin fee / account holder | $89 | $13,259-99.3% | $10,280-99.1% | $12,309-99.3% |