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 | $11,822 | $48,795-75.8% | $65,493-81.9% | $84,808-86.1% |
| Participation rate | 72.7% | 67.0%+5.7pp | 73.1%-0.4pp | 68.3%+4.4pp |
| Annual return | 28.44% | 20.20%+8.2pp | 982.45%-954.0pp | 40.90%-12.5pp |
| Employer contribution / active EE | $1,670 | $1,930-13.5% | $2,574-35.1% | $2,631-36.5% |
| Participant deferral / active EE | $2,454 | $2,928-16.2% | $3,961-38.0% | $4,212-41.7% |
| Admin fee / account holder | $182 | $3,877-95.3% | $5,028-96.4% | $7,344-97.5% |