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 3-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 | $13,938 | $68,719-79.7% | $91,541-84.8% | $84,808-83.6% |
| Participation rate | 75.0% | 64.5%+10.5pp | 69.8%+5.2pp | 68.3%+6.7pp |
| Annual return | 20.78% | 19.12%+1.7pp | 20.50%+0.3pp | 40.90%-20.1pp |
| Employer contribution / active EE | $1,242 | $1,920-35.3% | $2,505-50.4% | $2,631-52.8% |
| Participant deferral / active EE | $1,783 | $3,136-43.1% | $4,008-55.5% | $4,212-57.7% |
| Admin fee / account holder | $21 | $5,786-99.6% | $6,956-99.7% | $7,344-99.7% |