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 | $27,828 | $111,754-75.1% | $103,333-73.1% | $145,922-80.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 17.43% | 24.77%-7.3pp | 24.88%-7.4pp | 561.29%-543.9pp |
| Employer contribution / active EE | $1,840 | $4,212-56.3% | $3,868-52.4% | $4,660-60.5% |
| Participant deferral / active EE | $7,305 | $5,619+30.0% | $5,057+44.4% | $6,688+9.2% |
| Admin fee / account holder | $167 | $9,750-98.3% | $8,355-98.0% | $13,397-98.8% |