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 4-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 | $62,672 | $96,305-34.9% | $80,569-22.2% | $139,434-55.1% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 18.15% | 1350.08%-1331.9pp | 935.43%-917.3pp | 372.94%-354.8pp |
| Employer contribution / active EE | $1,283 | $3,262-60.7% | $2,723-52.9% | $4,751-73.0% |
| Participant deferral / active EE | $5,391 | $5,232+3.0% | $4,447+21.2% | $6,710-19.7% |
| Admin fee / account holder | $191 | $6,599-97.1% | $5,377-96.4% | $11,403-98.3% |