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 3-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 | $112,962 | $93,346+21.0% | $71,796+57.3% | $273,961-58.8% |
| Participation rate | 77.8% | 76.5%+1.2pp | 69.1%+8.7pp | 83.0%-5.2pp |
| Annual return | 1.32% | 130.39%-129.1pp | 78.04%-76.7pp | 41.45%-40.1pp |
| Employer contribution / active EE | $1,271 | $2,733-53.5% | $1,924-34.0% | $4,869-73.9% |
| Participant deferral / active EE | $6,914 | $3,475+98.9% | $2,794+147.4% | $5,287+30.8% |
| Admin fee / account holder | $7 | $6,571-99.9% | $4,815-99.9% | $10,132-99.9% |