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 | $33,561 | $201,272-83.3% | $184,203-81.8% | $145,922-77.0% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 12.17% | 29.00%-16.8pp | 28.81%-16.6pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,911 | $7,022-72.8% | $6,427-70.3% | $4,660-59.0% |
| Participant deferral / active EE | $5,884 | $9,806-40.0% | $9,131-35.6% | $6,688-12.0% |
| Admin fee / account holder | $229 | $16,364-98.6% | $13,901-98.4% | $13,397-98.3% |