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 | $49,044 | $110,261-55.5% | $95,745-48.8% | $139,434-64.8% |
| Participation rate | 75.0% | 75.8%-0.8pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 16.09% | 27.11%-11.0pp | 28.35%-12.3pp | 372.94%-356.8pp |
| Employer contribution / active EE | $387 | $3,257-88.1% | $2,835-86.3% | $4,751-91.8% |
| Participant deferral / active EE | $5,853 | $4,676+25.2% | $4,245+37.9% | $6,710-12.8% |
| Admin fee / account holder | $165 | $6,613-97.5% | $5,678-97.1% | $11,403-98.6% |