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 | $47,811 | $74,888-36.2% | $71,209-32.9% | $142,382-66.4% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 28.57% | 345.14%-316.6pp | 282.51%-253.9pp | 217.08%-188.5pp |
| Employer contribution / active EE | $5,180 | $2,854+81.5% | $2,721+90.4% | $4,299+20.5% |
| Participant deferral / active EE | $14,801 | $4,454+232.3% | $4,175+254.5% | $6,507+127.5% |
| Admin fee / account holder | $75 | $5,568-98.7% | $5,349-98.6% | $12,624-99.4% |