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 | $19,525 | $175,202-88.9% | $149,673-87.0% | $139,434-86.0% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 29.36% | 166.71%-137.4pp | 134.42%-105.1pp | 372.94%-343.6pp |
| Employer contribution / active EE | $1,785 | $5,474-67.4% | $4,818-62.9% | $4,751-62.4% |
| Participant deferral / active EE | $7,032 | $6,519+7.9% | $5,680+23.8% | $6,710+4.8% |
| Admin fee / account holder | $57 | $16,150-99.6% | $13,210-99.6% | $11,403-99.5% |