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 | $57,490 | $183,592-68.7% | $155,567-63.0% | $145,959-60.6% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 20.89% | 61.24%-40.3pp | 64.74%-43.8pp | 561.95%-541.1pp |
| Employer contribution / active EE | $1,310 | $5,315-75.4% | $4,674-72.0% | $4,661-71.9% |
| Participant deferral / active EE | $10,857 | $6,464+68.0% | $5,628+92.9% | $6,689+62.3% |
| Admin fee / account holder | $158 | $19,318-99.2% | $15,916-99.0% | $13,398-98.8% |