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 | $43,627 | $74,888-41.7% | $71,209-38.7% | $142,382-69.4% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 22.81% | 345.14%-322.3pp | 282.51%-259.7pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,493 | $2,854-47.7% | $2,721-45.1% | $4,299-65.3% |
| Participant deferral / active EE | $7,909 | $4,454+77.6% | $4,175+89.4% | $6,507+21.5% |
| Admin fee / account holder | $71 | $5,568-98.7% | $5,349-98.7% | $12,624-99.4% |