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 | $16,590 | $114,381-85.5% | $107,525-84.6% | $142,382-88.3% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 23.37% | 242.71%-219.3pp | 181.32%-157.9pp | 217.08%-193.7pp |
| Employer contribution / active EE | $1,810 | $4,015-54.9% | $3,754-51.8% | $4,299-57.9% |
| Participant deferral / active EE | $3,497 | $5,564-37.1% | $5,116-31.6% | $6,507-46.3% |
| Admin fee / account holder | $147 | $9,860-98.5% | $8,919-98.4% | $12,624-98.8% |