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 | $72,071-33.7% | $68,368-30.1% | $137,256-65.2% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 28.57% | 353.14%-324.6pp | 292.57%-264.0pp | 220.34%-191.8pp |
| Employer contribution / active EE | $5,180 | $2,788+85.8% | $2,649+95.5% | $4,156+24.6% |
| Participant deferral / active EE | $14,801 | $4,410+235.6% | $4,123+259.0% | $6,407+131.0% |
| Admin fee / account holder | $75 | $5,336-98.6% | $5,150-98.6% | $12,270-99.4% |