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 8-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 | $68,798 | $99,079-30.6% | $77,999-11.8% | $273,961-74.9% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.5%+13.4pp | 83.0%+5.9pp |
| Annual return | 10.23% | 217.93%-207.7pp | 425.96%-415.7pp | 41.45%-31.2pp |
| Employer contribution / active EE | $1,126 | $3,308-66.0% | $2,470-54.4% | $4,869-76.9% |
| Participant deferral / active EE | $3,262 | $4,306-24.2% | $3,497-6.7% | $5,287-38.3% |
| Admin fee / account holder | $42 | $8,954-99.5% | $5,480-99.2% | $10,132-99.6% |