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 6-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 | $27,088 | $99,159-72.7% | - | $167,490-83.8% |
| Participation rate | 85.7% | 69.9%+15.8pp | - | 82.1%+3.6pp |
| Annual return | 25.10% | 15.94%+9.2pp | - | 478.56%-453.5pp |
| Employer contribution / active EE | $2,096 | $3,061-31.5% | - | $4,837-56.7% |
| Participant deferral / active EE | $6,931 | $4,624+49.9% | - | $6,341+9.3% |
| Admin fee / account holder | $97 | $3,125-96.9% | - | $12,309-99.2% |