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 | $26,615 | $88,751-70.0% | $81,812-67.5% | $145,922-81.8% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.3%-0.9pp | 80.3%-8.8pp |
| Annual return | 10.11% | 1025.40%-1015.3pp | 773.79%-763.7pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,218 | $3,083-60.5% | $2,912-58.2% | $4,660-73.9% |
| Participant deferral / active EE | $6,118 | $4,643+31.8% | $4,319+41.7% | $6,688-8.5% |
| Admin fee / account holder | $281 | $8,415-96.7% | $7,386-96.2% | $13,397-97.9% |