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 4-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 | $36,276 | $117,983-69.3% | $101,794-64.4% | $142,382-74.5% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.2%+0.8pp | 80.1%-10.1pp |
| Annual return | 25.76% | 36.92%-11.2pp | 30.53%-4.8pp | 217.08%-191.3pp |
| Employer contribution / active EE | $5,200 | $2,773+87.5% | $2,289+127.2% | $4,299+21.0% |
| Participant deferral / active EE | $1,755 | $4,714-62.8% | $4,084-57.0% | $6,507-73.0% |
| Admin fee / account holder | $30 | $10,433-99.7% | $8,777-99.7% | $12,624-99.8% |