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 7-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 | $34,443 | $59,839-42.4% | $81,983-58.0% | $79,858-56.9% |
| Participation rate | 75.9% | 61.6%+14.2pp | 69.2%+6.6pp | 69.6%+6.2pp |
| Annual return | 22.12% | 17.56%+4.6pp | 41.31%-19.2pp | 31.71%-9.6pp |
| Employer contribution / active EE | $2,466 | $1,713+43.9% | $2,498-1.3% | $2,471-0.2% |
| Participant deferral / active EE | $5,195 | $2,695+92.8% | $3,722+39.6% | $3,740+38.9% |
| Admin fee / account holder | $19 | $4,287-99.5% | $5,664-99.7% | $5,306-99.6% |