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 | $31,724 | $60,892-47.9% | $82,389-61.5% | $84,808-62.6% |
| Participation rate | 80.6% | 63.3%+17.4pp | 69.5%+11.1pp | 68.3%+12.3pp |
| Annual return | 21.34% | 37.29%-16.0pp | 28.67%-7.3pp | 40.90%-19.6pp |
| Employer contribution / active EE | $2,069 | $1,779+16.3% | $2,517-17.8% | $2,631-21.4% |
| Participant deferral / active EE | $4,163 | $3,179+31.0% | $4,155+0.2% | $4,212-1.1% |
| Admin fee / account holder | $238 | $5,467-95.6% | $7,231-96.7% | $7,344-96.8% |