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 | $23,106 | $74,888-69.1% | $71,209-67.6% | $142,382-83.8% |
| Participation rate | 92.9% | 76.2%+16.6pp | 73.8%+19.1pp | 80.1%+12.7pp |
| Annual return | 21.90% | 345.14%-323.2pp | 282.51%-260.6pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,926 | $2,854+2.5% | $2,721+7.5% | $4,299-31.9% |
| Participant deferral / active EE | $3,047 | $4,454-31.6% | $4,175-27.0% | $6,507-53.2% |
| Admin fee / account holder | $57 | $5,568-99.0% | $5,349-98.9% | $12,624-99.5% |