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 | $26,976 | $81,233-66.8% | $155,567-82.7% | $80,874-66.6% |
| Participation rate | 70.0% | 66.2%+3.8pp | 78.2%-8.2pp | 67.6%+2.4pp |
| Annual return | 18.35% | 33.33%-15.0pp | 64.74%-46.4pp | 35.62%-17.3pp |
| Employer contribution / active EE | $1,562 | $3,101-49.6% | $4,674-66.6% | $2,756-43.3% |
| Participant deferral / active EE | $1,842 | $3,452-46.6% | $5,628-67.3% | $4,297-57.1% |
| Admin fee / account holder | $201 | $7,998-97.5% | $15,916-98.7% | $6,935-97.1% |