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 | $49,085 | $109,881-55.3% | $150,045-67.3% | $84,808-42.1% |
| Participation rate | 87.5% | 76.1%+11.4pp | 82.3%+5.2pp | 68.3%+19.2pp |
| Annual return | 18.30% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,972 | $3,561-44.6% | $4,693-58.0% | $2,631-25.1% |
| Participant deferral / active EE | $6,408 | $6,636-3.4% | $7,997-19.9% | $4,212+52.2% |
| Admin fee / account holder | $1 | $8,568-100.0% | $13,435-100.0% | $7,344-100.0% |