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 | $49,792 | $127,065-60.8% | $113,168-56.0% | $142,382-65.0% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 19.88% | 24.03%-4.1pp | 24.27%-4.4pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,048 | $3,442-40.5% | $2,975-31.2% | $4,299-52.4% |
| Participant deferral / active EE | $6,645 | $5,716+16.3% | $5,107+30.1% | $6,507+2.1% |
| Admin fee / account holder | $31 | $15,736-99.8% | $12,068-99.7% | $12,624-99.8% |