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 | $18,588 | $97,125-80.9% | $86,233-78.4% | $137,256-86.5% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 19.06% | 74.19%-55.1pp | 61.39%-42.3pp | 220.34%-201.3pp |
| Employer contribution / active EE | $3,785 | $2,841+33.2% | $2,504+51.1% | $4,156-8.9% |
| Participant deferral / active EE | $4,245 | $5,180-18.1% | $4,559-6.9% | $6,407-33.7% |
| Admin fee / account holder | $72 | $9,725-99.3% | $8,342-99.1% | $12,270-99.4% |