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 | $39,043 | $163,101-76.1% | $136,749-71.4% | $142,382-72.6% |
| Participation rate | 85.7% | 78.2%+7.5pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 16.90% | 27.54%-10.6pp | 24.33%-7.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $6,495 | $4,117+57.8% | $3,400+91.1% | $4,299+51.1% |
| Participant deferral / active EE | $4,458 | $5,585-20.2% | $4,692-5.0% | $6,507-31.5% |
| Admin fee / account holder | $100 | $14,318-99.3% | $11,386-99.1% | $12,624-99.2% |