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 6-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 | $68,135 | $183,519-62.9% | $155,509-56.2% | $145,922-53.3% |
| Participation rate | 73.7% | 82.7%-9.0pp | 78.2%-4.5pp | 80.3%-6.6pp |
| Annual return | 16.92% | 61.17%-44.2pp | 64.67%-47.7pp | 561.29%-544.4pp |
| Employer contribution / active EE | $1,639 | $5,313-69.1% | $4,672-64.9% | $4,660-64.8% |
| Participant deferral / active EE | $5,473 | $6,462-15.3% | $5,626-2.7% | $6,688-18.2% |
| Admin fee / account holder | $53 | $19,313-99.7% | $15,912-99.7% | $13,397-99.6% |