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 4-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 | $34,426 | $85,022-59.5% | $70,515-51.2% | $139,434-75.3% |
| Participation rate | 91.7% | 73.9%+17.8pp | 68.3%+23.3pp | 80.3%+11.3pp |
| Annual return | 21.19% | 30.38%-9.2pp | 32.77%-11.6pp | 372.94%-351.7pp |
| Employer contribution / active EE | $2,901 | $3,909-25.8% | $2,973-2.4% | $4,751-38.9% |
| Participant deferral / active EE | $5,926 | $5,890+0.6% | $4,567+29.8% | $6,710-11.7% |
| Admin fee / account holder | $138 | $8,906-98.5% | $6,412-97.9% | $11,403-98.8% |