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 | $23,593 | $99,877-76.4% | $84,966-72.2% | $145,922-83.8% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 16.92% | 83.76%-66.8pp | 66.38%-49.5pp | 561.29%-544.4pp |
| Employer contribution / active EE | $3,356 | $3,231+3.8% | $2,727+23.0% | $4,660-28.0% |
| Participant deferral / active EE | $6,874 | $5,291+29.9% | $4,519+52.1% | $6,688+2.8% |
| Admin fee / account holder | $13 | $7,248-99.8% | $6,149-99.8% | $13,397-99.9% |