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 6-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 | $29,436 | $102,245-71.2% | $89,340-67.1% | $137,256-78.6% |
| Participation rate | 83.3% | 74.9%+8.4pp | 69.6%+13.8pp | 80.0%+3.4pp |
| Annual return | 15.50% | 21.89%-6.4pp | 20.57%-5.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,328 | $2,529-47.5% | $2,231-40.5% | $4,156-68.1% |
| Participant deferral / active EE | $2,259 | $4,436-49.1% | $3,823-40.9% | $6,407-64.7% |
| Admin fee / account holder | $30 | $8,085-99.6% | $6,704-99.5% | $12,270-99.8% |