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 | $64,407 | $126,574-49.1% | $106,213-39.4% | $145,922-55.9% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 25.63% | 224.79%-199.2pp | 116.14%-90.5pp | 561.29%-535.7pp |
| Employer contribution / active EE | $2,351 | $3,730-37.0% | $3,171-25.9% | $4,660-49.5% |
| Participant deferral / active EE | $11,558 | $5,724+101.9% | $5,016+130.4% | $6,688+72.8% |
| Admin fee / account holder | $81 | $17,304-99.5% | $11,033-99.3% | $13,397-99.4% |