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 5-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 | $62,857 | $111,754-43.8% | $103,333-39.2% | $145,922-56.9% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 13.52% | 24.77%-11.3pp | 24.88%-11.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,746 | $4,212-34.8% | $3,868-29.0% | $4,660-41.1% |
| Participant deferral / active EE | $4,376 | $5,619-22.1% | $5,057-13.5% | $6,688-34.6% |
| Admin fee / account holder | $188 | $9,750-98.1% | $8,355-97.7% | $13,397-98.6% |