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 4-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 | $26,042 | $93,571-72.2% | $135,903-80.8% | $75,163-65.4% |
| Participation rate | 84.6% | 75.2%+9.4pp | 81.9%+2.7pp | 67.2%+17.4pp |
| Annual return | 24.84% | 30.90%-6.1pp | 68.23%-43.4pp | 160.62%-135.8pp |
| Employer contribution / active EE | $1,690 | $3,537-52.2% | $4,856-65.2% | $2,670-36.7% |
| Participant deferral / active EE | $6,066 | $6,404-5.3% | $7,758-21.8% | $4,125+47.1% |
| Admin fee / account holder | $151 | $6,975-97.8% | $10,762-98.6% | $5,651-97.3% |