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 5-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 | $20,212 | $64,707-68.8% | $112,228-82.0% | $68,494-70.5% |
| Participation rate | 88.5% | 67.2%+21.3pp | 75.1%+13.4pp | 67.9%+20.6pp |
| Annual return | 4.34% | -11.40%+15.7pp | 27.45%-23.1pp | -7.84%+12.2pp |
| Employer contribution / active EE | $4,175 | $2,746+52.1% | $3,635+14.9% | $2,596+60.8% |
| Participant deferral / active EE | $6,196 | $3,565+73.8% | $4,728+31.1% | $4,027+53.9% |
| Admin fee / account holder | $27 | $5,232-99.5% | $6,410-99.6% | $5,403-99.5% |