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 | $27,466 | $154,117-82.2% | $129,995-78.9% | $139,434-80.3% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.5%+9.0pp | 80.3%+7.2pp |
| Annual return | 25.47% | 32.48%-7.0pp | -137.18%+162.6pp | 372.94%-347.5pp |
| Employer contribution / active EE | $1,811 | $5,289-65.8% | $4,320-58.1% | $4,751-61.9% |
| Participant deferral / active EE | $10,272 | $6,710+53.1% | $5,820+76.5% | $6,710+53.1% |
| Admin fee / account holder | $191 | $14,007-98.6% | $10,614-98.2% | $11,403-98.3% |