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 | $67,787 | $149,040-54.5% | $120,225-43.6% | $137,256-50.6% |
| Participation rate | 80.0% | 75.4%+4.6pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 17.76% | 605.68%-587.9pp | 439.23%-421.5pp | 220.34%-202.6pp |
| Employer contribution / active EE | $376 | $4,350-91.4% | $3,475-89.2% | $4,156-90.9% |
| Participant deferral / active EE | $2,548 | $4,655-45.3% | $3,999-36.3% | $6,407-60.2% |
| Admin fee / account holder | $147 | $6,348-97.7% | $5,696-97.4% | $12,270-98.8% |