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 | $23,268 | $154,117-84.9% | $129,995-82.1% | $139,434-83.3% |
| Participation rate | 92.3% | 82.0%+10.4pp | 78.5%+13.8pp | 80.3%+12.0pp |
| Annual return | 31.50% | 32.48%-1.0pp | -137.18%+168.7pp | 372.94%-341.4pp |
| Employer contribution / active EE | $4,333 | $5,289-18.1% | $4,320+0.3% | $4,751-8.8% |
| Participant deferral / active EE | $9,068 | $6,710+35.1% | $5,820+55.8% | $6,710+35.1% |
| Admin fee / account holder | $24 | $14,007-99.8% | $10,614-99.8% | $11,403-99.8% |