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 | $22,326 | $74,888-70.2% | $71,209-68.6% | $142,382-84.3% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 16.70% | 345.14%-328.4pp | 282.51%-265.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,921 | $2,854-32.7% | $2,721-29.4% | $4,299-55.3% |
| Participant deferral / active EE | $2,565 | $4,454-42.4% | $4,175-38.6% | $6,507-60.6% |
| Admin fee / account holder | $40 | $5,568-99.3% | $5,349-99.2% | $12,624-99.7% |