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 | $24,216 | $74,888-67.7% | $71,209-66.0% | $142,382-83.0% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.8%+3.2pp | 80.1%-3.2pp |
| Annual return | 17.37% | 345.14%-327.8pp | 282.51%-265.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $396 | $2,854-86.1% | $2,721-85.5% | $4,299-90.8% |
| Participant deferral / active EE | $5,060 | $4,454+13.6% | $4,175+21.2% | $6,507-22.2% |
| Admin fee / account holder | $96 | $5,568-98.3% | $5,349-98.2% | $12,624-99.2% |