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 | $15,236 | $53,127-71.3% | $86,590-82.4% | $70,131-78.3% |
| Participation rate | 74.1% | 65.3%+8.8pp | 73.5%+0.5pp | 69.5%+4.5pp |
| Annual return | 22.05% | 27.66%-5.6pp | 964.84%-942.8pp | 73.14%-51.1pp |
| Employer contribution / active EE | $1,417 | $2,068-31.5% | $2,839-50.1% | $2,342-39.5% |
| Participant deferral / active EE | $3,188 | $2,696+18.3% | $3,609-11.6% | $3,332-4.3% |
| Admin fee / account holder | $34 | $3,585-99.0% | $4,906-99.3% | $4,645-99.3% |