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 4-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 | $53,481 | $127,065-57.9% | $113,168-52.7% | $142,382-62.4% |
| Participation rate | 84.6% | 79.2%+5.4pp | 76.6%+8.1pp | 80.1%+4.5pp |
| Annual return | 20.44% | 24.03%-3.6pp | 24.27%-3.8pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,239 | $3,442-35.0% | $2,975-24.8% | $4,299-47.9% |
| Participant deferral / active EE | $4,452 | $5,716-22.1% | $5,107-12.8% | $6,507-31.6% |
| Admin fee / account holder | $238 | $15,736-98.5% | $12,068-98.0% | $12,624-98.1% |