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 | $38,462 | $127,065-69.7% | $113,168-66.0% | $142,382-73.0% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 15.34% | 24.03%-8.7pp | 24.27%-8.9pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,729 | $3,442-49.8% | $2,975-41.9% | $4,299-59.8% |
| Participant deferral / active EE | $6,585 | $5,716+15.2% | $5,107+28.9% | $6,507+1.2% |
| Admin fee / account holder | $227 | $15,736-98.6% | $12,068-98.1% | $12,624-98.2% |