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 3-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 | $11,084 | $99,877-88.9% | $84,966-87.0% | $145,922-92.4% |
| Participation rate | 82.4% | 74.1%+8.3pp | 67.5%+14.9pp | 80.3%+2.1pp |
| Annual return | 14.86% | 83.76%-68.9pp | 66.38%-51.5pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,529 | $3,231-52.7% | $2,727-44.0% | $4,660-67.2% |
| Participant deferral / active EE | $2,066 | $5,291-61.0% | $4,519-54.3% | $6,688-69.1% |
| Admin fee / account holder | $12 | $7,248-99.8% | $6,149-99.8% | $13,397-99.9% |