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 | $27,185 | $81,248-66.5% | $155,509-82.5% | $80,856-66.4% |
| Participation rate | 71.4% | 66.2%+5.2pp | 78.2%-6.8pp | 67.6%+3.8pp |
| Annual return | 16.63% | 33.31%-16.7pp | 64.67%-48.0pp | 35.59%-19.0pp |
| Employer contribution / active EE | $4,606 | $3,100+48.6% | $4,672-1.4% | $2,755+67.2% |
| Participant deferral / active EE | $1,583 | $3,452-54.1% | $5,626-71.9% | $4,296-63.1% |
| Admin fee / account holder | $286 | $7,997-96.4% | $15,912-98.2% | $6,918-95.9% |