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 | $24,472 | $46,553-47.4% | $64,056-61.8% | $75,163-67.4% |
| Participation rate | 88.0% | 65.9%+22.1pp | 72.3%+15.7pp | 67.2%+20.8pp |
| Annual return | 23.85% | 26.03%-2.2pp | 33.69%-9.8pp | 160.62%-136.8pp |
| Employer contribution / active EE | $3,458 | $1,974+75.2% | $2,747+25.9% | $2,670+29.5% |
| Participant deferral / active EE | $4,319 | $2,837+52.3% | $3,880+11.3% | $4,125+4.7% |
| Admin fee / account holder | $171 | $2,952-94.2% | $3,068-94.4% | $5,651-97.0% |