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 6-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 | $30,586 | $57,016-46.4% | $84,966-64.0% | $80,856-62.2% |
| Participation rate | 72.0% | 56.3%+15.7pp | 67.5%+4.5pp | 67.6%+4.4pp |
| Annual return | 15.92% | 21.66%-5.7pp | 66.38%-50.5pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,332 | $1,798-25.9% | $2,727-51.2% | $2,755-51.6% |
| Participant deferral / active EE | $2,935 | $3,110-5.6% | $4,519-35.1% | $4,296-31.7% |
| Admin fee / account holder | $240 | $4,980-95.2% | $6,149-96.1% | $6,918-96.5% |