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 8-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 | $62,002 | $176,812-64.9% | $146,665-57.7% | $167,490-63.0% |
| Participation rate | 91.7% | 83.6%+8.1pp | 80.1%+11.6pp | 82.1%+9.6pp |
| Annual return | 14.33% | 24.03%-9.7pp | 22.74%-8.4pp | 478.56%-464.2pp |
| Employer contribution / active EE | $3,389 | $5,160-34.3% | $4,136-18.1% | $4,837-29.9% |
| Participant deferral / active EE | $6,595 | $6,440+2.4% | $5,506+19.8% | $6,341+4.0% |
| Admin fee / account holder | $242 | $13,259-98.2% | $10,280-97.6% | $12,309-98.0% |