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 | $14,835 | $57,016-74.0% | $84,966-82.5% | $80,856-81.7% |
| Participation rate | 88.0% | 56.3%+31.7pp | 67.5%+20.5pp | 67.6%+20.4pp |
| Annual return | 14.72% | 21.66%-6.9pp | 66.38%-51.7pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,845 | $1,798+2.7% | $2,727-32.3% | $2,755-33.0% |
| Participant deferral / active EE | $5,300 | $3,110+70.4% | $4,519+17.3% | $4,296+23.4% |
| Admin fee / account holder | $124 | $4,980-97.5% | $6,149-98.0% | $6,918-98.2% |