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 | $42,358 | $183,519-76.9% | $155,509-72.8% | $145,922-71.0% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 13.97% | 61.17%-47.2pp | 64.67%-50.7pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,336 | $5,313-56.0% | $4,672-50.0% | $4,660-49.9% |
| Participant deferral / active EE | $2,727 | $6,462-57.8% | $5,626-51.5% | $6,688-59.2% |
| Admin fee / account holder | $144 | $19,313-99.3% | $15,912-99.1% | $13,397-98.9% |