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 | $29,964 | $99,918-70.0% | $81,382-63.2% | $145,922-79.5% |
| Participation rate | 92.3% | 74.2%+18.1pp | 69.5%+22.8pp | 80.3%+12.0pp |
| Annual return | 10.09% | 34.32%-24.2pp | 24.73%-14.6pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,417 | $2,978-52.4% | $2,463-42.5% | $4,660-69.6% |
| Participant deferral / active EE | $6,232 | $4,605+35.3% | $3,883+60.5% | $6,688-6.8% |
| Admin fee / account holder | $45 | $8,212-99.5% | $5,768-99.2% | $13,397-99.7% |