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 | $53,592 | $74,888-28.4% | $71,209-24.7% | $142,382-62.4% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 18.87% | 345.14%-326.3pp | 282.51%-263.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $879 | $2,854-69.2% | $2,721-67.7% | $4,299-79.6% |
| Participant deferral / active EE | $2,723 | $4,454-38.9% | $4,175-34.8% | $6,507-58.2% |
| Admin fee / account holder | $277 | $5,568-95.0% | $5,349-94.8% | $12,624-97.8% |