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 | $18,660 | $95,266-80.4% | $82,389-77.4% | $142,382-86.9% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.5%+16.2pp | 80.1%+5.6pp |
| Annual return | 21.44% | 25.74%-4.3pp | 28.67%-7.2pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,157 | $2,991-27.9% | $2,517-14.3% | $4,299-49.8% |
| Participant deferral / active EE | $5,493 | $4,809+14.2% | $4,155+32.2% | $6,507-15.6% |
| Admin fee / account holder | $123 | $8,563-98.6% | $7,231-98.3% | $12,624-99.0% |