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 | $36,418 | $76,407-52.3% | $150,298-75.8% | $82,448-55.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 19.79% | 39.99%-20.2pp | 62.79%-43.0pp | 41.64%-21.8pp |
| Employer contribution / active EE | $2,197 | $2,614-16.0% | $4,154-47.1% | $2,551-13.9% |
| Participant deferral / active EE | $4,011 | $3,214+24.8% | $5,453-26.4% | $4,139-3.1% |
| Admin fee / account holder | $137 | $6,352-97.8% | $14,116-99.0% | $7,234-98.1% |