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 7-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 | $25,774 | $183,519-86.0% | $155,509-83.4% | $145,922-82.3% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 16.28% | 61.17%-44.9pp | 64.67%-48.4pp | 561.29%-545.0pp |
| Employer contribution / active EE | $4,282 | $5,313-19.4% | $4,672-8.3% | $4,660-8.1% |
| Participant deferral / active EE | $3,294 | $6,462-49.0% | $5,626-41.4% | $6,688-50.7% |
| Admin fee / account holder | $90 | $19,313-99.5% | $15,912-99.4% | $13,397-99.3% |