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 7-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 | $45,540 | $72,071-36.8% | $68,368-33.4% | $137,256-66.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 20.56% | 353.14%-332.6pp | 292.57%-272.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $2,607 | $2,788-6.5% | $2,649-1.6% | $4,156-37.3% |
| Participant deferral / active EE | $3,449 | $4,410-21.8% | $4,123-16.3% | $6,407-46.2% |
| Admin fee / account holder | $189 | $5,336-96.5% | $5,150-96.3% | $12,270-98.5% |