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 | $25,321 | $111,814-77.4% | $93,654-73.0% | $145,959-82.7% |
| Participation rate | 93.8% | 74.2%+19.5pp | 68.7%+25.0pp | 80.3%+13.5pp |
| Annual return | 16.60% | 203.30%-186.7pp | 133.34%-116.7pp | 561.95%-545.3pp |
| Employer contribution / active EE | $2,276 | $3,092-26.4% | $2,421-6.0% | $4,661-51.2% |
| Participant deferral / active EE | $4,196 | $4,914-14.6% | $4,413-4.9% | $6,689-37.3% |
| Admin fee / account holder | $243 | $10,246-97.6% | $8,282-97.1% | $13,398-98.2% |