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 | $45,993 | $117,983-61.0% | $101,794-54.8% | $142,382-67.7% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 24.97% | 36.92%-11.9pp | 30.53%-5.6pp | 217.08%-192.1pp |
| Employer contribution / active EE | $1,676 | $2,773-39.6% | $2,289-26.8% | $4,299-61.0% |
| Participant deferral / active EE | $7,474 | $4,714+58.6% | $4,084+83.0% | $6,507+14.9% |
| Admin fee / account holder | $15 | $10,433-99.9% | $8,777-99.8% | $12,624-99.9% |