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 | $22,951 | $95,266-75.9% | $82,389-72.1% | $142,382-83.9% |
| Participation rate | 84.6% | 74.5%+10.1pp | 69.5%+15.1pp | 80.1%+4.5pp |
| Annual return | 17.26% | 25.74%-8.5pp | 28.67%-11.4pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,838 | $2,991-38.6% | $2,517-27.0% | $4,299-57.2% |
| Participant deferral / active EE | $2,776 | $4,809-42.3% | $4,155-33.2% | $6,507-57.3% |
| Admin fee / account holder | $13 | $8,563-99.8% | $7,231-99.8% | $12,624-99.9% |