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 | $70,853 | $173,345-59.1% | $136,007-47.9% | $145,922-51.4% |
| Participation rate | 75.0% | 80.5%-5.5pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 13.87% | 1163.32%-1149.5pp | 579.32%-565.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,173 | $5,278-77.8% | $4,217-72.2% | $4,660-74.8% |
| Participant deferral / active EE | $14,775 | $8,699+69.8% | $7,025+110.3% | $6,688+120.9% |
| Admin fee / account holder | $222 | $9,954-97.8% | $6,858-96.8% | $13,397-98.3% |