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 7-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 | $21,687 | $161,352-86.6% | $134,172-83.8% | $137,256-84.2% |
| Participation rate | 94.7% | 78.3%+16.5pp | 72.5%+22.3pp | 80.0%+14.8pp |
| Annual return | 13.47% | 28.72%-15.2pp | 25.30%-11.8pp | 220.34%-206.9pp |
| Employer contribution / active EE | $2,151 | $4,099-47.5% | $3,420-37.1% | $4,156-48.2% |
| Participant deferral / active EE | $1,820 | $5,552-67.2% | $4,690-61.2% | $6,407-71.6% |
| Admin fee / account holder | $292 | $15,028-98.1% | $12,016-97.6% | $12,270-97.6% |