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 | $66,861 | $115,770-42.2% | $101,248-34.0% | $158,922-57.9% |
| Participation rate | 78.6% | 79.4%-0.8pp | 75.8%+2.8pp | 82.0%-3.4pp |
| Annual return | 12.86% | 56.14%-43.3pp | 46.47%-33.6pp | 302.83%-290.0pp |
| Employer contribution / active EE | $1,962 | $4,175-53.0% | $3,660-46.4% | $4,761-58.8% |
| Participant deferral / active EE | $7,029 | $4,957+41.8% | $4,370+60.8% | $5,982+17.5% |
| Admin fee / account holder | $153 | $7,245-97.9% | $5,945-97.4% | $11,246-98.6% |