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 7-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 | $16,143 | $74,888-78.4% | $71,209-77.3% | $142,382-88.7% |
| Participation rate | 95.2% | 76.2%+19.0pp | 73.8%+21.5pp | 80.1%+15.1pp |
| Annual return | 20.53% | 345.14%-324.6pp | 282.51%-262.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,277 | $2,854-55.3% | $2,721-53.1% | $4,299-70.3% |
| Participant deferral / active EE | $3,676 | $4,454-17.5% | $4,175-11.9% | $6,507-43.5% |
| Admin fee / account holder | $202 | $5,568-96.4% | $5,349-96.2% | $12,624-98.4% |