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 | $13,319 | $54,705-75.7% | $71,209-81.3% | $84,808-84.3% |
| Participation rate | 72.7% | 64.1%+8.7pp | 73.8%-1.0pp | 68.3%+4.4pp |
| Annual return | 22.81% | 35.90%-13.1pp | 282.51%-259.7pp | 40.90%-18.1pp |
| Employer contribution / active EE | $1,302 | $2,158-39.7% | $2,721-52.2% | $2,631-50.5% |
| Participant deferral / active EE | $2,677 | $3,030-11.7% | $4,175-35.9% | $4,212-36.4% |
| Admin fee / account holder | $121 | $4,863-97.5% | $5,349-97.7% | $7,344-98.3% |