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 4-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 | $72,480 | $111,754-35.1% | $103,333-29.9% | $145,922-50.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 12.30% | 24.77%-12.5pp | 24.88%-12.6pp | 561.29%-549.0pp |
| Employer contribution / active EE | $3,527 | $4,212-16.3% | $3,868-8.8% | $4,660-24.3% |
| Participant deferral / active EE | $8,791 | $5,619+56.5% | $5,057+73.8% | $6,688+31.4% |
| Admin fee / account holder | $175 | $9,750-98.2% | $8,355-97.9% | $13,397-98.7% |