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 | $36,120 | $88,672-59.3% | $105,223-65.7% | $82,448-56.2% |
| Participation rate | 73.1% | 67.9%+5.2pp | 75.0%-2.0pp | 68.1%+5.0pp |
| Annual return | 24.48% | 30.86%-6.4pp | 180.65%-156.2pp | 41.64%-17.2pp |
| Employer contribution / active EE | $2,147 | $3,048-29.6% | $3,689-41.8% | $2,551-15.9% |
| Participant deferral / active EE | $6,368 | $4,036+57.8% | $5,072+25.5% | $4,139+53.8% |
| Admin fee / account holder | $20 | $7,146-99.7% | $8,859-99.8% | $7,234-99.7% |