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 9-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 | $20,143 | $158,817-87.3% | $121,196-83.4% | $135,375-85.1% |
| Participation rate | 76.2% | 79.3%-3.1pp | 71.7%+4.4pp | 82.6%-6.5pp |
| Annual return | 58.10% | -0.64%+58.7pp | 16.93%+41.2pp | 519.73%-461.6pp |
| Employer contribution / active EE | $2,648 | $5,665-53.3% | $4,022-34.2% | $4,779-44.6% |
| Participant deferral / active EE | $3,653 | $4,005-8.8% | $3,344+9.2% | $5,609-34.9% |
| Admin fee / account holder | $179 | $6,512-97.3% | $5,019-96.4% | $10,827-98.3% |