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 10-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 | $83,622 | $74,888+11.7% | $71,209+17.4% | $142,382-41.3% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.8%-1.0pp | 80.1%-7.4pp |
| Annual return | 16.74% | 345.14%-328.4pp | 282.51%-265.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,255 | $2,854-21.0% | $2,721-17.1% | $4,299-47.5% |
| Participant deferral / active EE | $3,223 | $4,454-27.7% | $4,175-22.8% | $6,507-50.5% |
| Admin fee / account holder | $115 | $5,568-97.9% | $5,349-97.8% | $12,624-99.1% |