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 | $35,899 | $74,888-52.1% | $71,209-49.6% | $142,382-74.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 22.95% | 345.14%-322.2pp | 282.51%-259.6pp | 217.08%-194.1pp |
| Employer contribution / active EE | $2,749 | $2,854-3.7% | $2,721+1.0% | $4,299-36.1% |
| Participant deferral / active EE | $2,751 | $4,454-38.2% | $4,175-34.1% | $6,507-57.7% |
| Admin fee / account holder | $71 | $5,568-98.7% | $5,349-98.7% | $12,624-99.4% |