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 3-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 | $69,505 | $98,750-29.6% | $149,696-53.6% | $79,858-13.0% |
| Participation rate | 98.7% | 75.8%+22.9pp | 82.5%+16.2pp | 69.6%+29.1pp |
| Annual return | 17.84% | 27.43%-9.6pp | 276.60%-258.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $6,279 | $3,216+95.2% | $4,644+35.2% | $2,471+154.1% |
| Participant deferral / active EE | $7,930 | $5,680+39.6% | $6,842+15.9% | $3,740+112.0% |
| Admin fee / account holder | $27 | $6,053-99.6% | $9,309-99.7% | $5,306-99.5% |