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 | $29,662 | $106,584-72.2% | $101,326-70.7% | $142,382-79.2% |
| Participation rate | 86.7% | 82.7%+4.0pp | 81.5%+5.2pp | 80.1%+6.5pp |
| Annual return | 18.88% | 36.93%-18.0pp | 36.82%-17.9pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,761 | $3,956-55.5% | $3,665-52.0% | $4,299-59.0% |
| Participant deferral / active EE | $4,146 | $8,297-50.0% | $7,994-48.1% | $6,507-36.3% |
| Admin fee / account holder | $16 | $11,446-99.9% | $11,185-99.9% | $12,624-99.9% |