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 5-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 | $24,697 | $93,571-73.6% | $135,903-81.8% | $75,163-67.1% |
| Participation rate | 88.9% | 75.2%+13.7pp | 81.9%+7.0pp | 67.2%+21.7pp |
| Annual return | 30.01% | 30.90%-0.9pp | 68.23%-38.2pp | 160.62%-130.6pp |
| Employer contribution / active EE | $4,327 | $3,537+22.3% | $4,856-10.9% | $2,670+62.1% |
| Participant deferral / active EE | $8,647 | $6,404+35.0% | $7,758+11.5% | $4,125+109.6% |
| Admin fee / account holder | $175 | $6,975-97.5% | $10,762-98.4% | $5,651-96.9% |