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 | $16,009 | $117,983-86.4% | $101,794-84.3% | $142,382-88.8% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 12.11% | 36.92%-24.8pp | 30.53%-18.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,412 | $2,773-49.1% | $2,289-38.3% | $4,299-67.1% |
| Participant deferral / active EE | $3,531 | $4,714-25.1% | $4,084-13.5% | $6,507-45.7% |
| Admin fee / account holder | $100 | $10,433-99.0% | $8,777-98.9% | $12,624-99.2% |