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 | $21,468 | $58,234-63.1% | $81,783-73.7% | $80,874-73.5% |
| Participation rate | 71.4% | 63.4%+8.0pp | 72.4%-0.9pp | 67.6%+3.8pp |
| Annual return | 12.81% | 41.70%-28.9pp | 775.05%-762.2pp | 35.62%-22.8pp |
| Employer contribution / active EE | $2,399 | $2,341+2.4% | $2,913-17.7% | $2,756-13.0% |
| Participant deferral / active EE | $4,832 | $3,283+47.2% | $4,320+11.9% | $4,297+12.5% |
| Admin fee / account holder | $234 | $4,982-95.3% | $7,380-96.8% | $6,935-96.6% |