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 6-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 | $29,050 | $81,208-64.2% | $98,907-70.6% | $79,858-63.6% |
| Participation rate | 88.9% | 72.5%+16.4pp | 76.0%+12.9pp | 69.6%+19.3pp |
| Annual return | 31.05% | 60.99%-29.9pp | 196.43%-165.4pp | 31.71%-0.7pp |
| Employer contribution / active EE | $2,154 | $1,960+9.9% | $2,689-19.9% | $2,471-12.8% |
| Participant deferral / active EE | $4,741 | $3,265+45.2% | $4,244+11.7% | $3,740+26.8% |
| Admin fee / account holder | $284 | $6,013-95.3% | $6,642-95.7% | $5,306-94.6% |