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 3-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 | $31,238 | $74,888-58.3% | $71,209-56.1% | $142,382-78.1% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 26.00% | 345.14%-319.1pp | 282.51%-256.5pp | 217.08%-191.1pp |
| Employer contribution / active EE | $2,749 | $2,854-3.7% | $2,721+1.0% | $4,299-36.1% |
| Participant deferral / active EE | $6,906 | $4,454+55.0% | $4,175+65.4% | $6,507+6.1% |
| Admin fee / account holder | $71 | $5,568-98.7% | $5,349-98.7% | $12,624-99.4% |