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 | $31,461 | $162,781-80.7% | $133,956-76.5% | $158,922-80.2% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 34.19% | 41.94%-7.8pp | 45.09%-10.9pp | 302.83%-268.6pp |
| Employer contribution / active EE | $3,177 | $4,975-36.1% | $3,919-18.9% | $4,761-33.3% |
| Participant deferral / active EE | $6,290 | $5,911+6.4% | $5,048+24.6% | $5,982+5.1% |
| Admin fee / account holder | $170 | $11,736-98.6% | $8,927-98.1% | $11,246-98.5% |