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 3-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 | $41,771 | $117,841-64.6% | $102,423-59.2% | $145,922-71.4% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 15.24% | 31.65%-16.4pp | 29.32%-14.1pp | 561.29%-546.0pp |
| Employer contribution / active EE | $2,609 | $3,615-27.8% | $3,023-13.7% | $4,660-44.0% |
| Participant deferral / active EE | $10,331 | $5,731+80.3% | $5,053+104.5% | $6,688+54.5% |
| Admin fee / account holder | $19 | $13,326-99.9% | $9,451-99.8% | $13,397-99.9% |