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 | $27,372 | $114,381-76.1% | $107,525-74.5% | $142,382-80.8% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 20.26% | 242.71%-222.4pp | 181.32%-161.1pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,404 | $4,015-65.0% | $3,754-62.6% | $4,299-67.3% |
| Participant deferral / active EE | $2,948 | $5,564-47.0% | $5,116-42.4% | $6,507-54.7% |
| Admin fee / account holder | $55 | $9,860-99.4% | $8,919-99.4% | $12,624-99.6% |