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 | $34,212 | $99,877-65.7% | $84,966-59.7% | $145,922-76.6% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 28.13% | 83.76%-55.6pp | 66.38%-38.3pp | 561.29%-533.2pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $19,539 | $5,291+269.3% | $4,519+332.3% | $6,688+192.2% |
| Admin fee / account holder | $191 | $7,248-97.4% | $6,149-96.9% | $13,397-98.6% |