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 | $12,508 | $111,754-88.8% | $103,333-87.9% | $145,922-91.4% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 11.03% | 24.77%-13.7pp | 24.88%-13.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,067 | $4,212-74.7% | $3,868-72.4% | $4,660-77.1% |
| Participant deferral / active EE | $1,880 | $5,619-66.5% | $5,057-62.8% | $6,688-71.9% |
| Admin fee / account holder | $268 | $9,750-97.3% | $8,355-96.8% | $13,397-98.0% |