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 | $107,452-72.6% | $91,541-67.8% | $142,382-79.3% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.8%+13.6pp | 80.1%+3.2pp |
| Annual return | 15.50% | 22.06%-6.6pp | 20.50%-5.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,328 | $2,994-55.7% | $2,505-47.0% | $4,299-69.1% |
| Participant deferral / active EE | $2,259 | $4,754-52.5% | $4,008-43.6% | $6,507-65.3% |
| Admin fee / account holder | $30 | $8,834-99.7% | $6,956-99.6% | $12,624-99.8% |