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 | $16,298 | $124,281-86.9% | $109,143-85.1% | $167,490-90.3% |
| Participation rate | 92.9% | 79.4%+13.4pp | 75.9%+17.0pp | 82.1%+10.8pp |
| Annual return | 24.23% | 26.04%-1.8pp | 25.75%-1.5pp | 478.56%-454.3pp |
| Employer contribution / active EE | $3,478 | $4,207-17.3% | $3,722-6.6% | $4,837-28.1% |
| Participant deferral / active EE | $5,399 | $5,255+2.7% | $4,653+16.0% | $6,341-14.9% |
| Admin fee / account holder | $128 | $7,970-98.4% | $6,752-98.1% | $12,309-99.0% |