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 3-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 | $30,786 | $64,839-52.5% | $95,585-67.8% | $84,808-63.7% |
| Participation rate | 76.9% | 63.8%+13.1pp | 72.1%+4.8pp | 68.3%+8.6pp |
| Annual return | 13.54% | -670.96%+684.5pp | 38.56%-25.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $2,421 | $1,759+37.6% | $2,527-4.2% | $2,631-8.0% |
| Participant deferral / active EE | $3,237 | $2,965+9.2% | $4,023-19.5% | $4,212-23.1% |
| Admin fee / account holder | $191 | $5,964-96.8% | $6,127-96.9% | $7,344-97.4% |