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 | $109,881-71.5% | $150,045-79.1% | $84,808-63.0% |
| Participation rate | 71.9% | 76.1%-4.2pp | 82.3%-10.4pp | 68.3%+3.6pp |
| Annual return | 19.07% | 28.25%-9.2pp | 62.55%-43.5pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,941 | $3,561-45.5% | $4,693-58.7% | $2,631-26.2% |
| Participant deferral / active EE | $3,309 | $6,636-50.1% | $7,997-58.6% | $4,212-21.4% |
| Admin fee / account holder | $124 | $8,568-98.5% | $13,435-99.1% | $7,344-98.3% |