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 | $72,071-50.2% | $68,368-47.5% | $137,256-73.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 22.95% | 353.14%-330.2pp | 292.57%-269.6pp | 220.34%-197.4pp |
| Employer contribution / active EE | $2,749 | $2,788-1.4% | $2,649+3.8% | $4,156-33.9% |
| Participant deferral / active EE | $2,751 | $4,410-37.6% | $4,123-33.3% | $6,407-57.1% |
| Admin fee / account holder | $71 | $5,336-98.7% | $5,150-98.6% | $12,270-99.4% |