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 5-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 | $37,320 | $201,272-81.5% | $184,203-79.7% | $145,922-74.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.46% | 29.00%-13.5pp | 28.81%-13.3pp | 561.29%-545.8pp |
| Employer contribution / active EE | $1,684 | $7,022-76.0% | $6,427-73.8% | $4,660-63.9% |
| Participant deferral / active EE | $8,500 | $9,806-13.3% | $9,131-6.9% | $6,688+27.1% |
| Admin fee / account holder | $160 | $16,364-99.0% | $13,901-98.8% | $13,397-98.8% |