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 | $31,049 | $109,881-71.7% | $150,045-79.3% | $84,808-63.4% |
| Participation rate | 88.2% | 76.1%+12.1pp | 82.3%+5.9pp | 68.3%+19.9pp |
| Annual return | 22.71% | 28.25%-5.5pp | 62.55%-39.8pp | 40.90%-18.2pp |
| Employer contribution / active EE | $3,000 | $3,561-15.7% | $4,693-36.1% | $2,631+14.0% |
| Participant deferral / active EE | $6,220 | $6,636-6.3% | $7,997-22.2% | $4,212+47.7% |
| Admin fee / account holder | $5 | $8,568-99.9% | $13,435-100.0% | $7,344-99.9% |