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 | $43,102 | $74,888-42.4% | $71,209-39.5% | $142,382-69.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 16.54% | 345.14%-328.6pp | 282.51%-266.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,014 | $2,854-29.4% | $2,721-26.0% | $4,299-53.2% |
| Participant deferral / active EE | $3,802 | $4,454-14.6% | $4,175-8.9% | $6,507-41.6% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |