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 | $24,582 | $70,428-65.1% | $96,562-74.5% | $85,850-71.4% |
| Participation rate | 74.3% | 61.8%+12.5pp | 69.8%+4.5pp | 69.3%+5.0pp |
| Annual return | 14.16% | 18.59%-4.4pp | 37.78%-23.6pp | 318.53%-304.4pp |
| Employer contribution / active EE | $2,094 | $1,413+48.2% | $2,356-11.1% | $2,565-18.4% |
| Participant deferral / active EE | $5,617 | $2,894+94.1% | $3,849+45.9% | $3,952+42.1% |
| Admin fee / account holder | $263 | $4,997-94.7% | $6,181-95.8% | $6,260-95.8% |