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 | $43,220 | $117,983-63.4% | $101,794-57.5% | $142,382-69.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 20.09% | 36.92%-16.8pp | 30.53%-10.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $4,850 | $2,773+74.9% | $2,289+111.9% | $4,299+12.8% |
| Participant deferral / active EE | $3,170 | $4,714-32.8% | $4,084-22.4% | $6,507-51.3% |
| Admin fee / account holder | $84 | $10,433-99.2% | $8,777-99.0% | $12,624-99.3% |