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 | $22,215 | $74,888-70.3% | $71,209-68.8% | $142,382-84.4% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 37.36% | 345.14%-307.8pp | 282.51%-245.2pp | 217.08%-179.7pp |
| Employer contribution / active EE | $1,786 | $2,854-37.4% | $2,721-34.3% | $4,299-58.4% |
| Participant deferral / active EE | $2,119 | $4,454-52.4% | $4,175-49.2% | $6,507-67.4% |
| Admin fee / account holder | $272 | $5,568-95.1% | $5,349-94.9% | $12,624-97.8% |