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 | $23,296 | $59,107-60.6% | $86,436-73.0% | $68,494-66.0% |
| Participation rate | 70.0% | 75.2%-5.2pp | 80.3%-10.3pp | 67.9%+2.1pp |
| Annual return | 59.34% | -0.23%+59.6pp | 4394.89%-4335.6pp | -7.84%+67.2pp |
| Employer contribution / active EE | $2,809 | $2,519+11.5% | $3,769-25.5% | $2,596+8.2% |
| Participant deferral / active EE | $5,408 | $5,901-8.4% | $6,952-22.2% | $4,027+34.3% |
| Admin fee / account holder | $92 | $5,637-98.4% | $6,731-98.6% | $5,403-98.3% |