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 | $24,532 | $81,248-69.8% | $155,509-84.2% | $80,856-69.7% |
| Participation rate | 72.9% | 66.2%+6.7pp | 78.2%-5.3pp | 67.6%+5.3pp |
| Annual return | 27.62% | 33.31%-5.7pp | 64.67%-37.1pp | 35.59%-8.0pp |
| Employer contribution / active EE | $1,351 | $3,100-56.4% | $4,672-71.1% | $2,755-50.9% |
| Participant deferral / active EE | $4,286 | $3,452+24.2% | $5,626-23.8% | $4,296-0.2% |
| Admin fee / account holder | $139 | $7,997-98.3% | $15,912-99.1% | $6,918-98.0% |