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 8-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 | $23,509 | $59,839-60.7% | $81,983-71.3% | $79,858-70.6% |
| Participation rate | 89.1% | 61.6%+27.5pp | 69.2%+19.9pp | 69.6%+19.5pp |
| Annual return | 26.19% | 17.56%+8.6pp | 41.31%-15.1pp | 31.71%-5.5pp |
| Employer contribution / active EE | $1,884 | $1,713+9.9% | $2,498-24.6% | $2,471-23.8% |
| Participant deferral / active EE | $5,154 | $2,695+91.2% | $3,722+38.5% | $3,740+37.8% |
| Admin fee / account holder | $94 | $4,287-97.8% | $5,664-98.3% | $5,306-98.2% |