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 | $24,448 | $127,065-80.8% | $113,168-78.4% | $142,382-82.8% |
| Participation rate | 90.9% | 79.2%+11.7pp | 76.6%+14.3pp | 80.1%+10.8pp |
| Annual return | 19.53% | 24.03%-4.5pp | 24.27%-4.7pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,633 | $3,442-52.6% | $2,975-45.1% | $4,299-62.0% |
| Participant deferral / active EE | $5,050 | $5,716-11.7% | $5,107-1.1% | $6,507-22.4% |
| Admin fee / account holder | $19 | $15,736-99.9% | $12,068-99.8% | $12,624-99.8% |