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 | $31,367 | $106,749-70.6% | $145,433-78.4% | $82,448-62.0% |
| Participation rate | 71.9% | 75.6%-3.8pp | 82.1%-10.2pp | 68.1%+3.8pp |
| Annual return | 19.07% | 27.59%-8.5pp | 66.58%-47.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $1,941 | $3,444-43.7% | $4,554-57.4% | $2,551-23.9% |
| Participant deferral / active EE | $3,309 | $6,519-49.2% | $7,897-58.1% | $4,139-20.1% |
| Admin fee / account holder | $124 | $8,390-98.5% | $13,129-99.1% | $7,234-98.3% |