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 | $33,546 | $51,576-35.0% | $129,207-74.0% | $80,856-58.5% |
| Participation rate | 84.9% | 57.0%+27.9pp | 69.6%+15.3pp | 67.6%+17.3pp |
| Annual return | 23.50% | 20.81%+2.7pp | 9417.33%-9393.8pp | 35.59%-12.1pp |
| Employer contribution / active EE | $2,127 | $1,584+34.3% | $4,153-48.8% | $2,755-22.8% |
| Participant deferral / active EE | $5,362 | $2,669+100.9% | $4,168+28.7% | $4,296+24.8% |
| Admin fee / account holder | $91 | $4,305-97.9% | $7,715-98.8% | $6,918-98.7% |