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 7-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 | $20,477 | $65,561-68.8% | $86,188-76.2% | $75,163-72.8% |
| Participation rate | 92.5% | 60.5%+32.0pp | 69.0%+23.5pp | 67.2%+25.3pp |
| Annual return | 18.90% | 46.05%-27.2pp | 1168.45%-1149.5pp | 160.62%-141.7pp |
| Employer contribution / active EE | $2,027 | $1,553+30.6% | $2,380-14.8% | $2,670-24.1% |
| Participant deferral / active EE | $3,128 | $3,024+3.5% | $3,985-21.5% | $4,125-24.2% |
| Admin fee / account holder | $128 | $5,474-97.7% | $6,852-98.1% | $5,651-97.7% |