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 7-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 | $21,317 | $63,861-66.6% | $104,607-79.6% | $79,858-73.3% |
| Participation rate | 73.7% | 64.9%+8.8pp | 74.1%-0.4pp | 69.6%+4.1pp |
| Annual return | 27.41% | 21.30%+6.1pp | 340.46%-313.0pp | 31.71%-4.3pp |
| Employer contribution / active EE | $951 | $1,588-40.1% | $2,681-64.5% | $2,471-61.5% |
| Participant deferral / active EE | $4,864 | $2,693+80.6% | $3,740+30.1% | $3,740+30.1% |
| Admin fee / account holder | $22 | $4,185-99.5% | $6,473-99.7% | $5,306-99.6% |