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 | $32,766 | $72,071-54.5% | $68,368-52.1% | $137,256-76.1% |
| Participation rate | 70.6% | 76.2%-5.6pp | 73.8%-3.2pp | 80.0%-9.4pp |
| Annual return | 20.66% | 353.14%-332.5pp | 292.57%-271.9pp | 220.34%-199.7pp |
| Employer contribution / active EE | $2,209 | $2,788-20.8% | $2,649-16.6% | $4,156-46.9% |
| Participant deferral / active EE | $2,354 | $4,410-46.6% | $4,123-42.9% | $6,407-63.3% |
| Admin fee / account holder | $5 | $5,336-99.9% | $5,150-99.9% | $12,270-100.0% |