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 | $13,877 | $96,635-85.6% | $86,612-84.0% | $139,434-90.0% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 24.74% | 106.41%-81.7pp | 591.07%-566.3pp | 372.94%-348.2pp |
| Employer contribution / active EE | $1,949 | $3,263-40.3% | $3,022-35.5% | $4,751-59.0% |
| Participant deferral / active EE | $2,994 | $4,836-38.1% | $4,438-32.5% | $6,710-55.4% |
| Admin fee / account holder | $76 | $6,408-98.8% | $5,614-98.6% | $11,403-99.3% |