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 4-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 | $32,402 | $183,519-82.3% | $155,509-79.2% | $145,922-77.8% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 12.01% | 61.17%-49.2pp | 64.67%-52.7pp | 561.29%-549.3pp |
| Employer contribution / active EE | $7,001 | $5,313+31.8% | $4,672+49.8% | $4,660+50.2% |
| Participant deferral / active EE | $2,836 | $6,462-56.1% | $5,626-49.6% | $6,688-57.6% |
| Admin fee / account holder | $135 | $19,313-99.3% | $15,912-99.2% | $13,397-99.0% |