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 | $66,744 | $111,754-40.3% | $103,333-35.4% | $145,922-54.3% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 17.63% | 24.77%-7.1pp | 24.88%-7.3pp | 561.29%-543.7pp |
| Employer contribution / active EE | $1,716 | $4,212-59.3% | $3,868-55.6% | $4,660-63.2% |
| Participant deferral / active EE | $8,713 | $5,619+55.1% | $5,057+72.3% | $6,688+30.3% |
| Admin fee / account holder | $244 | $9,750-97.5% | $8,355-97.1% | $13,397-98.2% |