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 | $30,817 | $58,627-47.4% | $76,735-59.8% | $82,448-62.6% |
| Participation rate | 92.6% | 63.2%+29.4pp | 69.5%+23.1pp | 68.1%+24.5pp |
| Annual return | 22.67% | 39.10%-16.4pp | 29.77%-7.1pp | 41.64%-19.0pp |
| Employer contribution / active EE | $759 | $1,729-56.1% | $2,454-69.1% | $2,551-70.2% |
| Participant deferral / active EE | $7,052 | $3,134+125.1% | $4,088+72.5% | $4,139+70.4% |
| Admin fee / account holder | $57 | $5,323-98.9% | $7,189-99.2% | $7,234-99.2% |